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Settings
Manage your account and platform preferences.
Automation Engine Settings
Configure global behaviors for your sales and marketing workflows.
Automatically find social profiles and company data for new leads.
Prevent duplicate leads by matching both email and phone numbers.
Lead Distribution (Round Robin)
Automatically assign incoming leads to your sales team members.
Toggle automatic lead assignment for all new incoming leads.
AJ
Alice Johnson
Weight: High
Active
BS
Bob Smith
Weight: Standard
Active
CD
Charlie Davis
Weight: Standard
Away