Enable Auto claiming

Learn how to ensure your agents automatically claim leads based on a few rules

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

The ability to claim a lead ensures that agents take ownership over the leads they are working with. With the auto-claim feature, it's even simpler. As an admin, you decide when and why a lead should be automatically claimed. Let's have a look at the settings:

  1. Go to Manage > Settings > Workflow Settings

  2. Go to Claiming to see the options:

    1. Auto claim on Winner

    2. Auto claim when scheduling

    3. Auto claim when postponing

  3. You can then decide on when a claim should expire, this is done to ensure agents work on the leads and don't hoard them. Note they are only expired x days after the lead becomes due.

  4. You can disable the automatic release of leads as well, which will depend on your workflow.

  5. Once you're happy with the selection click Save.


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