How to set up lead assignment for team members
Updated
Overview
AdHub can assign new leads to your team manually or automatically. This guide shows you how to choose an assignment mode in Settings > User Management > Lead Assignment and pick which team members receive leads.
Video walkthrough
Watch: setting up lead assignment for team members
Steps
Step 1 — Open Settings
Click the Settings icon (⚙️) in the top-right corner of AdHub. The User Management page opens on the Users tab.
Click the Settings icon in the top-right corner
Step 2 — Check each member's status
In the users list, look at the Status column. Only members marked Active can receive leads.
Check the Status column in the users list
Step 3 — Open the Lead Assignment tab
Click the Lead Assignment tab at the top of User Management.
Click the Lead Assignment tab
Step 4 — Review the assignment modes
The Lead Assignment section shows three ways to route incoming leads: Manual (Admin Assigns), Auto - Round Robin and Auto - Custom Rules.
Review the three lead assignment modes
Note: Only one assignment mode can be active at a time. Switching to a new mode turns off the current one.
Step 5 — Switch on Round Robin
Turn on the toggle for Auto - Round Robin. Leads are then shared equally among team members in rotation.
Turn on the Auto - Round Robin toggle
Step 6 — Find Team Member Auto-Assignment
After you switch on an automatic mode, a new Team Member Auto-Assignment section appears below the modes.
The Team Member Auto-Assignment section appears
Step 7 — Add members to the rotation
In the Status column of Team Member Auto-Assignment, turn on the toggle for each person who should receive auto-assigned leads.
Turn on the members who should receive leads
Tip: Being on the team does not add someone to the rotation. Turn on each person you want to receive leads.
Step 8 — Go to Leads
Click Leads in the sidebar to see how new leads are assigned.
Click Leads in the sidebar
What happens next
- Each new lead is assigned to an active member in the rotation.
- The assigned person appears in the Owner column of the leads list.
- If a member is not receiving leads, check that they are Active on the Users tab and turned on in Team Member Auto-Assignment.
New leads show an owner in the Owner column
Related articles
- How to invite a team member
- How to deactivate or activate a team member
Related articles
- How to invite a team member Invite team members to your AdHub workspace from User Management and assign each person a role.
- How to deactivate or activate a team member Deactivate a team member from User Management without deleting them, and activate them again later.
- Understanding Roles What Owner, Admin, Manager, and Agent roles can each do.