Automated lead assignment is available on Nutshell Growth and above.
Assign leads to your reps so they know exactly which deals they're in charge of winning.
Watch our video about lead assignment:
Take a tour in Nutshell:
There are a variety of ways to assign leads to your reps. Click on each one to learn how!
Assign during the lead creation process
If you're in the process of manually creating a lead, you'll have the option to choose the assignment. By default, Nutshell will assign leads you manually create from the + button to you; clicking into this field will allow you to assign the lead to whomever you'd like.
Clicking to remove the current assignee will create an unassigned lead, or automatically distribute leads according to your pipeline's user assignment rules.
Assign or reassign from an individual lead page
On a lead page, click the Assignee dropdown
Choose the new assignee. Your choice is automatically saved!
Assign or reassign multiple leads from the Leads page
You can bulk reassign leads with ease!
Navigate to the Leads list page
Check the boxes next to the leads you wish to reassign, or apply filters to narrow down your list and then click Edit in the lower right of the page
Choose the new assignee in the dropdown
Click Apply Changes
Assign during an import
You can easily assign leads to your team members during an import. Add a new column to your CSV file, then add the name of the user (case sensitive) to each row. Be sure you are spelling your assignee's name exactly the same in your file and in their Nutshell user profile! Click here for full importing instructions.
Automatically assign leads to your reps [Growth]
Set up rules to trigger automatic lead assignment amongst your sales reps. These rules will trigger whenever a new lead is added to one of your pipelines via a form or an import.
To apply your auto-assignment rules when you create leads manually in Nutshell, select Auto-assign from the assignment dropdown. Choosing the name of a teammate or team in this dropdown will override any existing automatic assignment rules.
Create rules
User assignment rules are included in Nutshell sales automation, and trigger based on what stage a lead is in throughout your pipeline.
By default, if you do not set up any user assignment, your new leads will be unassigned or assigned to their creator if added individually.
When you select a team as the assignee for leads entering a pipeline stage, you can check the box next to Round-robin to automatically distribute the leads evenly amongst the members of the team.
To configure the round-robin feature, access the pipeline you want to create round-robin assignments for and click the +Add user assignment settings button in the correct pipeline stage. Then select a team and enable the round-robin option. Customize these rules as necessary to fit your team's workflow. This ensures equitable and automated distribution of leads.
How to configure and Use Round-Robin Lead Allocation
Round-robin lead allocation automates the fair distribution of leads across a defined team. Here's how to set it up:
Go to the pipeline where you want to create round-robin allocation.
Under the correct pipeline stage, select the +Add user assignment button.
Assign leads to a team you've created, then select the option for round-robin distribution.
Adjust rules to suit your pipeline and workflow needs. To manage exceptions, you can temporarily remove unavailable members or adjust their settings to exclude them from active assignments. This ensures the system continues smoothly without interruptions.
Troubleshooting Assignment Issues
If leads are not being assigned correctly during macro imports or other automated processes, consider the following troubleshooting steps:
Verify that all necessary fields (e.g., "Lead Assignee" or "Territory") are included and properly mapped during the import process.
Ensure that assignment automation rules are correctly configured within your pipeline settings.
Check for spelling inconsistencies or mismatched names in your CSV file and Nutshell's user profiles.
Confirm that the round-robin lead allocation feature is correctly configured, including team availability and team members' inclusion in the correct team.
Ensure pipeline-based triggers for round-robin rules are properly set to match your workflow stages.