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Optimize & Automate: How to Auto Distribute

Auto Distribute is a modern lead routing strategy that automatically assigns incoming inquiries to the right team member, contractor, or location based.

Where to Find Auto Distribute
1. From your dashboard, hover over the left-hand menu. Place your mouse pointer here.


2. The tab should appear as illustrated below.

3. Click Settings.

4. Click Routing & Preferences

5. Click Auto Distribute

6. You can choose to enable/disable by toggling it. It will automatically distribute incoming leads to your team.

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