The Group feature allows you to create tailored groups of agents for lead distribution. Utilizing this feature, you can group several agents together, enabling you to assign leads for distribution through round-robin or first-to-claim methods.
Adding the Group to Lead Flow for Distribution
1. Go to Admin > Lead Flow
2. Navigate to the desired Lead Source > click Distribution
3. Select the Group from the list > Assign Agent
4. The selected group is now assigned to the lead flow source