Choose who gets new leads
Share leads from your lead sources between your team in turns, during working hours.
When a lead comes in from Facebook, IndiaMART, your website or another lead source, LeadCRM can give it to the next person in your team. Each person gets the next lead in turn, so leads are shared fairly and nobody has to hand them out.
Set it up
- Step 1: Go to Settings → Team and scroll to Who gets new leads.
- Step 2: Turn on Share new leads automatically.
- Step 3: Under Take turns between, tick the people who should get leads. Next to each person you see how many leads they have from this month.
- Step 4: Turn Only during working hours on or off. If it is on, set the start and end time and tap the working days.
- Step 5: Tap Save changes.
Outside working hours
A lead that arrives outside your working hours is not given to anyone. It waits in Unassigned, and owners and admins get an alert for it. It is not handed out later by itself, so someone needs to pick it up. Open Leads, choose the Unassigned view, and assign the leads.
If Share new leads automatically is off, or nobody is ticked, every lead from your lead sources waits in Unassigned.
Leads you add yourself
These rules are only for leads from lead sources. A lead you add by hand is yours unless you pick someone else under Owner. When you bring in leads from Excel, you can choose Share them out the usual way (your team's rules).
When someone accepts an invite while Share new leads automatically is on, they are ticked here for you and join the turns straight away. When you remove someone, they are taken out of the turns. Only owners and admins can change these settings.
Last checked 3 November 2026