Overview
The Pull from List feature allows you to define specific sources (branches within your account hierarchy) that can pull leads using a designated distribution strategy. Leads must be assigned to an included source to be distributed via this method, giving you precise control over lead flow across different teams or locations.
Key Functionality
Three Distribution Methods: Choose from Priority, Round Robin, or Penetration logic
Hierarchical Source Control: Select specific branches or corporate levels as valid pull sources
Flexible Configuration: Adjust distribution weights, priorities, and calculation methods
Bulk Management: Use Include All/Exclude All for quick source selection
Advanced Filtering: Search and filter sources by name and type for precise control
Access Requirements
To configure Pull from List, users must have the "Manage Lead Distribution" permission enabled in their User Role.
How to Configure Pull from List
Step 1: Create or Edit a Pull Distribution
Click on MORE, then navigate to Settings > Setup Lead Routing > Lead Distribution.
Click Add Strategy to create a new distribution, or open an existing one.
From the Pull Distribution Type dropdown, select Pull from List.
Step 2: Select List Order & Configure Sources
Choose your desired List Order type: Round Robin, Priority, or Penetration.
Click the Edit List button to configure your sources.
Step 3: Manage Source List
The Edit List menu allows you to manage which sources (branches/corporate) are included.
Available Sources: Sources not currently included in the distribution.
Included Sources: Sources that will pull leads from this strategy.
Use Include All / Exclude All to quickly move all sources.
Use Search & Filters to find specific sources by name or type (All, Branch, Corporate).
Click Save Changes when finished.
Important: Each time you add a new source and save, a distribution rebuild is required for the changes to take effect.
For further information regarding distribution rebuilds and distribution configuration, please see our "How to Configure "Pull" Lead Distribution" article.
List Types & Configuration
1. Priority Distribution
Distributes leads based on a manually defined order. The system will always try to assign leads to the highest-priority source first.
To Configure Priority:
Select Priority from the List Order dropdown.
Click Edit List.
In the Included section, click the Prioritize button.
Drag sources into your desired order, or manually edit the numbers in the ORDER column.
Click Apply Priorities
Then Save Changes.
2. Round Robin Distribution
Distributes leads sequentially through the list of included sources, ensuring an even distribution over time.
To Configure Round Robin:
Select Round Robin from the List Order dropdown.
Click Edit List.
In the Available section, click Add next to each source you wish to include.
Click Save Changes.
3. Penetration Distribution
Distributes leads based on weighted percentages. Sources with higher weights receive a proportionally larger share of leads.
To Configure Penetration:
Select Penetration from the List Order dropdown.
Configure the secondary settings:
Penetration Calculation Type: Choose whether to calculate based on leads in the entire workflow (Lead Type) or only leads in this strategy (Distribution).
Penetration Lookback Period: Set the time frame for calculating penetration rates (Last Hour, Last 24 Hours, or Last 7 Days).
Click Edit List.
Add desired sources from the Available list.
Set the Weight for each included source (higher weight = more leads).
Click Save Changes.
Best Practices
Start with Priority for new implementations - it's the simplest to understand and troubleshoot
Use Round Robin when you need equal distribution across all included sources
Choose Penetration when certain branches should receive more leads due to capacity or performance
Test with small groups first when implementing new distribution strategies
Document your distribution logic so other admins understand the reasoning behind source selection
Regularly review distribution performance and adjust weights or priorities as team structures change
Use meaningful source names to make selection and management easier
Troubleshooting
New sources not receiving leads
Verify you completed a distribution rebuild after adding the source
Check that the source has active users assigned who can receive leadsLeads distributing unevenly with Round Robin
Confirm all desired sources are included in the list
Check that no sources are paused or have user capacity issuesPriority distribution not following designated order
Verify you clicked "Apply Priorities" before saving changes
Check that higher-priority sources haven't reached their capacity limitsPenetration weights not producing expected ratios
Review your Penetration Calculation Type setting (Distribution vs. Lead Type)
Verify the Lookback Period aligns with your lead volume patterns"Edit List" button is missing or disabled
Confirm your user role has "Manage Lead Distribution" permissions
Ensure you've selected "Pull from List" as the distribution type first
Important Note
Changes to a distribution strategy, including adding new sources, will take approximately 30 minutes to go into effect.