How do I set up lead distribution rules?

To configure assignment rules:

1. In the Marketing > Contacts section of the admin portal, click the gear icon in the top right corner
2. Select "Contact Assignment Rule"
3. Choose from four distribution methods:
   • Auto: Automatic lead distribution
   • Most Active Users: Prioritize high-performing team members
   • Designated Users: Select specific recipients
4. Manual: Assign leads individually
   
   Note: If 'Designated Users' is selected, a search field becomes available.

To learn more, see "Creating and Managing Contacts."