Changing the distributions settings allows you update how the leads flow to the LOs in two ways:
- Sequential – A numbered order that sends leads to each LO in a continuous flow.
- Simultaneous – A shotgun distribution that sends the lead to each LO at the same time. The LO that connects to the lead gets that lead.
How to Change Workflow Distribution Settings
- Within the workflow, at the top right of the page, click the gear icon.
- Click Edit.
- Expand the Distribution dropdown.
- Update to sequential or simultaneous.
- Click Save.