Lead Distribution Simulator

When configuring filter groups, it is recommended to ensure that only one user group calls a specific lead.

You can check which user groups can call a campaign lead (test lead's assignment) on the User Groups page.

NOTE

If a lead is assigned to an agent, the scheduled meeting will happen on the assigned callback date and time regardless of the simulation result.

1. Go to the User Groups page and click Test lead assignment.
   
2.  Select which parameter (lead ID, campaign lead ID, original identifier, or phone normalized) you wish to use to Lead Search, History and Comments and enter the parameter value.
3. After you click Run, a field will appear showing the group (or several groups) that can call the entered lead.
   
   You can click the expand button opposite to a group name to view group filters relevant to the lead.