Share new leads in turn

When enquiries come in from your website, IndiaMART or WhatsApp, someone has to own each one. The Assign owner step does it for you: each new client goes to the next teammate in the list, one after another.

Set it up

1. On Automations, press New automation and choose Blank.
2. Click the trigger card and choose A new record is added, with Client / lead and, if you like, Kind (optional) set to lead. Or choose A form or app sends a lead for enquiries from a form.
3. Press Add a step and choose Assign owner.
4. Under Share between, pick the teammates who take turns.
5. Optional: add a Create task step, such as "Call the new lead" due in 1 day, so the new owner has a first step waiting.
6. Name it, press Save and switch it on.

You can also describe it in one sentence with Describe it: "When a new lead comes in, share it between Ravi and Priya and remind the owner to call tomorrow."

How the turns work

• Each new client goes to the next person in turn. With Ravi, Priya and Arjun, the first lead goes to one, the next to the following person, and so on, round and round.
• Two leads arriving at the same moment still go to two different people.
• Someone who leaves the team is skipped. You do not have to edit the automation the day a person leaves.
• If everyone in the list has left, the step assigns nobody and the run carries on.

What the new owner sees

• The client shows them as owner everywhere, and on their own lists and Home.
• Their bell rings, naming the automation that gave them the client.
• The change is recorded in your audit log as an automatic assignment.

Good to know

• It replaces the current owner of that client, so use it on triggers for new records, not on existing clients.
• It shares clients, not deals or tasks. It sets who owns the client.
• A pool can empty out. If you hand over a teammate's work when they leave and they were the last person in the list, the automation is paused so leads do not pile up unassigned. See When someone leaves.