This feature can be really helpful if you need to equally distribute/assign multiple 'contact owners' from your Users, SDRs, etc within your company to your list of prospects/leads. Choose the Users/SDRs you would like your contacts/prospects distributed among and the system will equally and randomly distribute the leads that go through the sequence.
Steps to use the 'Distribute Leads' feature as a sequence step:
To use the 'Distribute Leads' feature within Uptics, when within a sequence, click the '+' icon to add a step and from there, click the 'Distribute Leads' icon.
On adding the 'Distribute Leads' step, your current users will show as below.
From the above screen, you have the option to select the multiple users among whom you would like your leads to be equally distributed. On your selection, the 'checkmark' icon on the left of the user's name will turn blue which indicates your selection (see the below screenshot). You also have the option to search for a user from your list via the search text box.
Click the 'Next' blue button to proceed to the next step of your sequence. You will be directed to the sequence settings 'Sending Options' as shown below. You can adjust these settings depending on the other type of steps within your sequence.
Click 'Next' and you will be directed to the 'Enrollment Options' where you can either enroll your leads via a SmartList using the Automatical & Dynamic option or Manually (see the below screenshot). For this example, I have added my contacts manually.
After enrolling your contacts, click 'Next' and you will be able to preview and launch your sequence by clicking the 'Launch Sequence' blue button on the bottom right side of the screen.
On completing the sequencing process and launching the sequence, the prospects/leads enrolled in the sequence will be equally distributed to the selected users as they move ahead in the sequence.
You will be able to see the assigned user, 'Contact Owner' on the respective contact records 'Contact Details' page or you can filter the enrolled list under the 'Contacts' tab by using the 'Contact Owner' status.
Note: The difference between the 'Distribute Leads' and 'Assign a Contact Owner' steps in a sequence is that, the 'Distribute Leads' step allows you to select multiple users/contact owners between whom you would like your prospect list to be equally distributed.
Whereas the 'Assign a Contact Owner' step will allow you to only select one user/contact owner to be assigned to your list of prospects enrolled in a sequence.,