Upload Lead File
Upload a .csv file with lead data. Ensure it includes 'Account Name' and 'Tier' columns. XLSX support is not available in this version.
Distribution Rules
No distribution rules configured. Add partners to begin.
Process Leads
Once leads are uploaded and rules are configured, click the button below to distribute them. For predictable results, ensure each tier's percentages (summed across all partners) total 100% in Rule Configuration. If a tier's total percentage is not 100%, leads for that tier will be distributed proportionally based on the specified partner percentages for that tier.
AI-Powered Rule Optimization
Get suggestions from AI to optimize your lead distribution rules for fairness and effectiveness.