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Assign filtered inbound deals evenly across intake queue

Your filtered deal queue assigns campaign leads unevenly, causing some reps to be overloaded while others miss outreach. Assign ownership evenly so reps contact leads same day.

Assign filtered inbound deals evenly across intake queue

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Overview

Campaign-sourced deals in filtered views often end up unevenly assigned, delaying outreach and wasting momentum. This routes each filtered deal through a predictable round-robin so ownership is balanced and reps receive leads to act on the same day.

Assign filtered inbound deals evenly across intake queue