Criteria you might use for lead assignment include:

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Manual lead distribution is one of the most straightforward methods, but it’s also the most involved. This strategy involves assigning each lead to a sales rep on your own. The reason it’s called the manual method is that the other strategies listed here are at least partially automated.

This strategy is straightforward, but as lead volume increases, it becomes more difficult and time-consuming to manage. This method may work well for businesses with relatively few leads and the personnel to manually assign those leads. However, for many companies, this approach requires too much time investment to be worthwhile.

2. Round-robin
The round-robin method automatically and evenly distributes leads across all your sales reps. This eliminates the manual effort required to assign leads and ensures all reps get a fair number of leads.

The simplest round-robin approach involves assigning each lead to a random sales rep without considering factors like industry, territory, or company type. This random approach may work well for companies where all leads are similar and all sales reps have similar skills.

You can also use the round-robin method in combination with these kinds of criteria. For example, if you get a lead in a given industry, you could randomly assign that lead to one of your three sales reps who work with people in that industry.

3. Criteria-based
Criteria-based lead assignment involves assigning leads to reps based on the type of leads without the round-robin element.

For example, you might assign all leads interested in a germany phone numbers certain product to one specific sales rep.


Industry
Company type
Market
Territory
Products
Value
Sources
4. Shotgun
A third approach to the lead distribution process is the shotgun method. With this method, you divide your sales reps into groups based on their strengths. You then assign leads to specific groups rather than specific individuals. From there, the reps in each group divide the leads amongst themselves.

Needless to say, this method requires a sales team with integrity. No one will gobble up all the leads for themselves and leave the rest of their group hanging out to dry. Done well, though, it’s a great way to ensure your leads are going to the right sales reps.

5. Cherry-pick
The cherry-pick method is a more hands-off version of the shotgun method. Just like in the shotgun method, you let sales reps pick their leads. In this method, though, you skip the first step of dividing reps into groups and assigning leads to each one. You don’t assign the leads at all — you just pour them out on the table and let your sales reps snatch them up.