Auto and Manual Lead Assignment
Lead assignment determines which sales rep is responsible for each incoming lead. Franchise Systems Ai (FS Ai) supports two approaches: automatic round-robin distribution and manual assignment.
Configuring Your Assignability
You control your own assignability settings from your profile.
- Click your profile picture at the bottom of the sidebar and select Settings.
- Under Account, go to the Profile page and select the Sales Assignability tab.
For each brand you have access to, you see three radio buttons:
- Automatic: new leads from the applicant portal are automatically assigned to you via round-robin. You can also be manually assigned to leads.
- Manual: you can be manually assigned to leads by other team members, but you will not receive automatic assignments.
- Off: you will not be assigned to any leads for this brand. You will not appear in the assignment dropdown.
Select the option that matches your role. Only one option can be active per brand.
How Auto-Assignment Works
When a new lead signs up through your portal, the platform can automatically assign them to a sales rep using round-robin logic. The system cycles through all agents whose assignability is set to Automatic for that brand, distributing leads evenly.
The round-robin works as follows:
- The system looks at which agent was last assigned a lead.
- It picks the next agent in the auto-assign list.
- After the last agent receives a lead, the cycle starts over from the first.
Auto-assignment only triggers when a new lead is created through the portal signup flow. Imported leads and manually created leads are not auto-assigned.
How Manual Assignment Works
You can manually assign any lead to a specific sales rep from the leads table.
The Assigned To column displays a dropdown of all agents whose assignability is set to Automatic or Manual for the brand. Select an agent from the list to assign or reassign the lead.
Manual assignment is useful when:
- A lead requests a specific rep
- You want to route leads by territory or expertise
- A rep is out of office and you need to redistribute their leads
- You have imported leads that were not auto-assigned