Description of the function of distributing incoming requests among managers
The function is available on the Pro plan
There are two options for distributing incoming requests among managers:
Random : New requests will be created for managers in a random order, regardless of the number of active deals each manager has.
Uniform : New requests will be evenly distributed among all managers.
Example of an even distribution strategy:
Let's assume there are three managers (with the number of their active deals specified):
Petrov (0), Ivanov (0), and Sidorov (0).
A new request appears:
Petrov (1), Ivanov (0), and Sidorov (0).
Then the next request will be created as follows:
Petrov (1), Ivanov (1), and Sidorov (0). Next: Petrov (1), Ivanov (1), and Sidorov (1), and so on
Note: If a contact with an assigned owner already exists in Pipedrive, the owner of the deal will be automatically assigned to the person responsible for that contact, overriding the distribution strategy.