The lead distribution stage is a part of the lead management process. On this stage, the owner and the nurturing strategy are determined. Since the owner is appointed at the qualification stage, after qualification, the lead is transferred to the "Handoff to bank sales" stage, and the "Distribution" stage is skipped. If necessary, you can return to this stage and specify the employees responsible for the handoff to bank sales, and determine the further strategy of working with the lead. You can continue working with the customer and advance the lead to the handoff stage, keep record of a postponed interest and continue nurturing the customer or stop working with them.
To move to the distribution stage, click the [Distribute] button on the workflow bar at the top of the lead page. When a lead is being transferred to this stage, the "Lead management: Distribution" page is created in the action panel. Click the [Execute] button and go to the lead distribution page.
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