Overview
The Assigned Distributions settings are contained within the Edit Account page accessed from the Manage Users screen. The settings will display a user's assigned distributions, pull sources, and queue selection settings. Access to these settings is controlled by the User Role, Manage User Distributions. If accessible, these settings are ideal for Managers who wish to view and modify a user's distribution configuration.
Distribution Column
The Distribution column will display the user's assigned distributions. Details contained within the column include the distribution's Name (1) and Record Type (2).
Assigned Pull Sources Column
A Pull Source is designated as leads assigned to a branch or corporate level as defined in the Manage Users screen. This section lists the assigned Pull Sources for each distribution strategy. Any Pull Source disabled in this list will be ignored when the user attempts to pull a lead. Any distribution strategy not configured to Pull from List will display the source from where leads will be pulled.
Queue Selection Column
The Queue Selection options allow you to define which distributions are shown to the user from the Pull screen. Your selections will override the user's ability to enable or disable assigned distributions.
Force Disable: The distribution is disabled for the user
Force Enable: The distribution is enabled for the user
User-Selection: The user can disable or enable the distribution
Please note: if an administrator disables the Allow Pull Queue Selection permission, all assigned distributions are enabled.
Best Practices
Use for managerial oversight: This screen is ideal for sales managers to quickly audit and adjust their team's lead access.
Disable inactive sources: Improve system efficiency and user clarity by disabling pull sources that are no longer relevant to a user.
Use "Force Enable" for critical distributions: Ensure key workflows are always active for users by forcing essential distributions to be enabled.
Leverage "User-Selection" for autonomy: For experienced teams, use "User-Selection" to allow agents to manage their own workflow focus.
Audit regularly: Periodically review user assignments to ensure they align with current roles and responsibilities.
Troubleshooting
User cannot see a distribution on their Pull screen
Check the Queue Selection setting for that distribution; it may be set to Force Disable.
Verify the user is assigned to the distribution in this settings screen.User cannot pull leads from a specific branch
In the Assigned Pull Sources for the relevant distribution, ensure the desired branch is toggled to ENABLED.
Confirm the branch is active in the Manage Users hierarchy.All distributions are enabled and cannot be changed by the user
Check the user's role permissions; the Allow Pull Queue Selection permission is likely disabled.Changes to Pull Sources are not taking effect
Ensure you clicked Save after making changes in the Pull Source Assignments pop-up menu.
Confirm the distribution strategy itself is active and properly configured.