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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

Add the source

Above the table is a row of tags starting with LP Not specified — the general rota used for every source without its own. Click Add specified lead provider, pick the source in the Add custom distribution for dialog and Apply. It appears as a new tag.
2

Set quotas for that source only

Click the tag to switch the table to that source. 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. The × on a tag removes that source’s custom rota and it falls back to LP Not specified.
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 Receives leads switch 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

For brokers and dispatchers, the Leads and pay step of the Add user flow has a Receives new leads switch with Leads per day and Working hours timezone, 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.