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Settings → Lead Management → Lead distribution is the rota for incoming leads. Every lead that arrives is assigned to an agent according to what you set here.
The Lead distribution table with a row per agent and a column per day

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The table

One row per Team / Broker, one column per day: Mon · Tue · Wed · Thu · Fri · Sat · Sun · Timezone · Can exceed limit · Total leads · Status Each day cell is that agent’s leads per day quota.
A quota of 0 means that agent gets no leads that day. That is how you exclude someone without deactivating them.

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Working hours per day

Click a day cell and you get a small panel with: Under each cell you will see either 24h or the window you set, so the rota is readable at a glance. Timezone is per agent — someone working from another state gets leads during their hours. Leave it blank to use the organization default.

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Can exceed limit

Ticked, an agent can be given leads beyond their daily quota when volume spikes and nobody else is available. Unticked, the quota is a hard ceiling.
Give it to your strongest closers and leave it off for new agents. Nothing burns a good lead like giving it to someone with fifteen already open.

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After-hours fallback

Leads that arrive when no agent is on shift are assigned to this person.
Pick a user, or leave it as No fallback (hold) and leads wait until someone comes on shift.
If you set shift windows but no fallback, a lead arriving at 2am sits unassigned until morning. If you sell on speed of response, name a fallback.

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Filtering by lead source

If you buy leads from several providers and want them to go to different people:
1

Filter by lead source

Use the Lead source filter above the table to switch to one provider.
2

Set quotas for that source only

Set 0 for the agents who should never get that provider’s leads, and a real quota for the ones who should.
3

Repeat per source

Each source keeps its own rota.
This is how you keep expensive provider leads on your best agents while your website leads spread across the team.

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Status

The per-row status switch turns distribution on or off for that agent without touching their quotas — useful for holidays. The Leads toggle on the People list in Team and security does the same thing from the other screen.

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Setting it up for a new agent

Distribution is step 4 of the Add user flow, so a new agent gets a rota at the moment you create them. See Team and security.

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Video: users, teams and lead distribution

Lead sources

Where the leads come from.

Team and security

The agents being assigned to.