Use Nutshell to help you distribute your leads

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As we mentioned earlier, most lead distribution strategies are at least partially automated. For example, with the region-specific method, you might use a sales automation tool to divide your sales reps into groups and then automatically assign leads based on their location.

When you understand the criteria for your lead distribution, you can automatically assign the right leads to the right sales rep. This means you can spend time on more valuable tasks.

Benefits of automated lead distribution
Sales lead assignment automation cuts your administrative task time drastically and also allows for benefits such as:

Enhanced lead nurturing: With the right sales reps encountering leads that match their skills and knowledge, you can be assured that new leads are taking a smooth customer journey.
Increased sales team productivity: No more time spent guessing which lead gets assigned to which sales rep. Instead, reps can focus on tasks that move the needle for your business.
Better lead qualification and scoring: You can use automated lead distribution criteria to find patterns in the leads that close and those that fade. This allows you to create more precise lead confidence scoring criteria for incoming leads.
One of the best types of tools for lead distribution is a customer relationship management (CRM) platform. A CRM already contains all your data about your leads and clients, so it’s the perfect tool for distributinggermany phone numbers those leads to different sales reps. With Nutshell CRM, automated lead distribution is easier than ever.


If you’re looking for a CRM to use in your lead distribution strategy, consider Nutshell. With Nutshell, you can put time-intensive sales tasks on autopilot, including lead assignment.

Assign leads automatically to your sales team, either in groups or as individuals, depending on specific criteria.

Stage-based assignment

In the pipeline creation process, you can automatically assign new leads to a specific sales rep when the lead enters a new stage in the pipeline.

This makes it easier to assign leads based on your team’s strengths. For example, if you have a sales rep who tends to get the best results in the introduction stage, you’d likely want to assign brand-new leads—leads that have just entered the sales pipeline—to that rep.