> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead distribution

> Decide who gets which leads, how many a day, during which hours, and where leads go when nobody is on shift.

**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.

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/settings/lead-distribution.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=ce310534ed79f184b193fa724712963b" alt="The Lead distribution table with a row per agent and a column per day" width="3200" height="2000" data-path="images/settings/lead-distribution.png" />
</Frame>

***

## 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.

<Info>
  A quota of **0** means that agent gets no leads that day. That is how you exclude someone without
  deactivating them.
</Info>

***

## Working hours per day

Click a day cell and you get a small panel with:

| Control                | What it does                                                |
| ---------------------- | ----------------------------------------------------------- |
| **Available 24 hours** | On by default. Leads can arrive for this agent at any hour. |
| **Start / End**        | Turn the switch off to set a shift window instead.          |
| **Apply M-F**          | Copy this cell to Monday–Friday.                            |
| **Apply to all**       | Copy this cell to every day of the week.                    |

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.

***

## 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.

<Tip>
  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.
</Tip>

***

## 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.

<Warning>
  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.
</Warning>

***

## Filtering by lead source

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

<Steps>
  <Step title="Filter by lead source">
    Use the **Lead source** filter above the table to switch to one provider.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Repeat per source">
    Each source keeps its own rota.
  </Step>
</Steps>

This is how you keep expensive provider leads on your best agents while your website leads spread
across the team.

***

## 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](/settings/team-and-security) does the same thing from the other screen.

***

## 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](/settings/team-and-security).

***

## Video: users, teams and lead distribution

<iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/D5YYnlA0qu4" title="Manage Your Team and Security Settings in BeRocker CRM" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

***

## Related

<CardGroup cols={2}>
  <Card title="Lead sources" icon="filter" href="/settings/lead-sources">
    Where the leads come from.
  </Card>

  <Card title="Team and security" icon="users" href="/settings/team-and-security">
    The agents being assigned to.
  </Card>
</CardGroup>
