Sectors and lead distribution
Sectors organize your team into groups — sales, support, post-sales, whatever makes sense for your operation. They are what leads are distributed by, and how pipeline access is organized.
It all happens under Settings → Team → Sectors.
PRINT AQUI #1
Sectors screen, with the list of sectors and the columns for people, supervisors, queue and distribution.
Creating a sector
- Go to Settings → Team → Sectors.
- Click + New sector.
- Register the sector and define which users are part of it.
In the sector list, you track how many people and supervisors each sector has, who is in the queue and which distribution mode is set.
Distribution tab
On the Distribution tab, you set how leads are split among the people in the sector:
Distribution queue
Define which users are part of the queue for lead distribution — and which are left out.
Distribution mode
Choose between two behaviors:
| Mode | How it works |
|---|---|
| Online only | Leads are distributed only to whoever is online — anyone offline is skipped |
| Distribute equally | Leads are distributed equally among everyone in the queue, regardless of being online or offline |
💡 If you use Online only, it is worth setting up the Presence policy so the Away and Offline statuses update automatically — that way distribution reflects who is actually available.
PRINT AQUI #2
Distribution tab, with the user queue and the distribution mode choice.
How to know it worked
- The sector appears in the list with the number of people linked and the count of who is in the queue;
- The Distribution column shows the configured mode.
Common problems
A user is not receiving leads
Check two things: whether they are included in the sector's distribution queue, and — if the mode is Online only — whether they are showing as offline on the Users screen.
Next steps
- Adjust each user's permissions to define what they can do with the leads they receive;
- Set up the Presence policy to automate availability statuses.