Lead Distribution — Support

CRM widget · KO:AGENCY

E-mail: hello@koagency.me

Telegram: Support koagency team · @koagency_bot

Website: koagency.me

Hours: Mon–Fri, 10:00–19:00 (UTC+3). We reply within one business day.

Getting started

Install the widget from the marketplace and open its settings (widget card → “Settings”).
On the Employees tab add the managers who receive leads and switch their online status on.
On the Rules tab create a rule: pipeline, stage, managers, distribution method (round-robin or by workload) and what to do when nobody is on shift.
Optionally fill in the monthly shift schedule on the Schedules tab and enable “Consider work schedule” in the rule.
In the Digital Pipeline add the “Lead Distribution” action to the stage where new leads arrive and save.
The History tab shows who received each lead and why.

FAQ

A lead was not distributed. Check that the action is attached to the right Digital Pipeline stage, the rule targets that stage, and the managers are online (and on shift, if the schedule is enabled).
Temporarily exclude a manager. Switch the manager off on the Employees tab — this is a priority stop regardless of the schedule.
Subscription and payment. See the Subscription tab in the widget settings. For invoice payment, contact us.

What to include in a request

Your account subdomain, pipeline and stage names, the lead ID and the approximate time of the event — this lets us find the record in the distribution history and answer faster.