Automatic Assignment
Assign incoming leads to a configured team member automatically, without selecting an owner for every enquiry.
VISTAARFLOW AUTOMATIC LEAD ASSIGNMENT
Send every new lead to the right co-agent automatically.
Distribute incoming leads across your team using configured assignment rules. With multiple co-agents, round-robin distribution rotates new leads through the assignment sequence, so nobody has to choose an owner manually every time.
Automatic assignmentMultiple co-agentsRound-robin distribution
Recent Lead Assignments● ROUND ROBIN ACTIVE
RS
Rahul SharmaWebsite Lead
→ AishaAP
Ananya PatelMeta Lead
→ RohanVM
Vikram MehtaWebsite Lead
→ NehaNEXT ASSIGNMENT SEQUENCE
AKAishaNext
RKRohanThen
NSNehaThen
AUTOMATIC LEAD DISTRIBUTION
No more manually deciding who gets the next lead.
Set up your assignment process once and let VistaarFlow route every incoming lead to the right co-agent based on your configured rules.
Round Robin
Rotate lead assignments across multiple co-agents in sequence for a fair and structured distribution process.
Assignment Rules
Configure rules around your business process so that different types of leads follow the appropriate assignment path.
Multiple Co-Agents
Add multiple team members to your assignment process and keep lead ownership clearly visible inside the CRM.
NEW LEAD RECEIVED
AKAishaGets Lead #4
RKRohanGets Lead #5
NSNehaGets Lead #6
Lead #1 → Aisha→#2 → Rohan→#3 → Neha
ROUND-ROBIN LEAD ASSIGNMENT
Rotate new leads across multiple co-agents.
When several co-agents handle the same type of lead, round robin moves through the configured sequence one agent at a time and then starts the rotation again.
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Sequential distribution
Each new eligible lead goes to the next co-agent in the configured rotation.
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Less manual routing
Managers no longer need to pick an agent each time a matching lead arrives.
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Clear lead ownership
Once a lead is assigned, the CRM shows which co-agent owns it for follow-up.
ASSIGNMENT RULES
Route leads based on your business setup.
Use assignment rules to decide which team or co-agent group receives a lead, then apply the distribution method that suits your process.
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Lead source
Create routing logic for leads from supported sources such as website forms or Meta leads.
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Business-specific fields
Use relevant CRM information and custom fields in your rules, where supported.
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Rule priority
Keep multiple assignment rules in a deliberate order of evaluation.
WHEN
New lead is received
＋
IF
Lead Source = Website / Meta
↓
ASSIGN USING
↻ Round Robin — Co-Agent Team
1
Aisha KhanCo-Agent
ACTIVE2
Rohan KapoorCo-Agent
ACTIVE3
Neha ShahCo-Agent
ACTIVEAUTOMATED ASSIGNMENT FLOW
From incoming lead to assigned co-agent.
Connect lead capture directly with ownership and follow-up.
01Lead ArrivesFrom your website, Meta or another source
02Rules CheckedThe matching assignment rule is evaluated
03Team SelectedThe relevant co-agent group is chosen
04Round RobinThe next agent in sequence is selected
05Owner AssignedLead ownership is updated in the CRM
06Follow-upThe agent continues the customer journey
Distribute leads without the manual shuffle.
Automatically assign incoming leads across your co-agent team and keep every lead connected to a clear owner.