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Guía · Repartir leads · Chultún

A lead without an owner is not a lead: it is nobody's pending task.

Lead distribution looks like a configuration detail and it is where the team decides whether to trust the system. If distribution feels unfair, reps stop entering their own prospects and the CRM empties itself. If it is clear, the opposite happens.

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Guía · Repartir leadsExample
Round-robinsimple and accepted
By workloadwhoever has fewest open
By areaif specialization is real
By historywhoever served them before
Deadlineif unattended, reassigned
Visibleeveryone sees how it works
The mistake that empties a CRM: a distribution the reps consider unfair
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Distribution is not a technical detailIt is what decides whether the team trusts the system

Sound familiar?

It happens in almost every business.

Leads land in a shared inbox and whoever grabs them first takes them.

A rep says they always get the bad ones.

There are prospects nobody has touched in days.

What you get

What gets done.

Round-robin

The simplest: one each, in order. Fair on the face of it and therefore the most accepted. Its flaw is that it ignores who knows what.

By workload

To whoever has the fewest open opportunities. Stops the fastest hoarding and the busiest drowning.

By area or product

When there really is specialization. If there is not, it complicates without gaining anything.

By history with the customer

If that customer already spoke to someone, it goes to that person. Customers appreciate this most and it is used least.

And the deadline, which is always missing

However you distribute, if nobody attends it within X hours it gets reassigned. Without that rule, distribution is just distributing blame.

How we work with you

Three steps, no surprises.

  1. 01

    Define what an attended lead is

    Before distributing. If it is not defined, nobody can fail to meet it.

  2. 02

    Pick one criterion and one deadline

    Just one at first. Combined criteria come later.

  3. 03

    And make it visible

    Let everyone see how it is distributed. Transparency is half of acceptance.

How many of your prospects have gone more than two days untouched?That is the number that measures your distribution.

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Frequently asked questions

What people ask us before we start.

Which criterion suits me?

Almost always: round-robin with a deadline. You only complicate it when specialization is real.

And leads that come in at night?

They are distributed the same, with the deadline counting from the start of business hours. What is not acceptable is them waking up ownerless.

Can they be reassigned manually?

Yes, and it should be possible: no rule covers every case. What matters is that it is recorded.

What about the lead nobody wants?

If nobody wants it, the problem is not distribution: it is the quality of the source. That is measured separately.

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We'll tell you what makes sense and send you a tailored proposal. No commitment.

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