Speed to lead is everything in sales. If an inquiry sits unattended for even 30 minutes, your odds of closing fall dramatically. MrCAPI's Weighted Round-Robin routing automatically assigns fresh leads to active reps the second they arrive.
1. Managing Your Sales Roster
- Go to Team in your left navigation panel.
- All active team members with ORG_AGENT or ORG_MANAGER roles are automatically included in the assignment roster.
- You can manage member permissions and active status directly from the roster table.
2. Automatic Fair Distribution
When a new lead arrives via Facebook Lead Ads, Web Forms, or API:
- The system identifies active sales reps in your organization.
- Fresh inquiries are distributed sequentially so each representative gets an equal share of leads.
- Inactive or deactivated team members are skipped automatically.
💡 Pro Tip: Deactivate a team member from Team > Member Actions whenever they go on vacation! This prevents fresh leads from sitting unworked while reps are away.