Today
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Total (30d)
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Merged
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Errors
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Distribution
Last 30 days
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Recent Assignments
Last 8 events
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Rule Engine Status
Active rules
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Rep Management
Toggle reps in/out of rotation.
Active Reps
Will receive assignments
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Excluded Users
Never receive assignments
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Rotation Queue
Current round-robin order
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Assignment Rules
Deal Continuity
Re-assign returning contacts to their previous rep
Won deal continuity
Returning contact had a won deal
Lost deal continuity
Returning contact had a lost deal
Same-day deduplication
Merge same-day duplicate enquiries
Notification Method
How reps are alerted on duplicate enquiries
Pipedrive Activity
Creates a task for the deal owner
Deal Note
Adds a note to the existing deal
Activity + Note
Both of the above
Deal Value Filter
Only assign deals within this range
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Decision Tree
Logic runs top-to-bottom on every new deal
1Open deal exists?Notify rep → STOP
2Same-day duplicate?Merge → STOP
3Previous deal exists?Check owner
3a↳ Owner excluded?Fall to round-robin
4No prior history?Round-robin
Performance Weighting
Performance Weighting
Weight assignments toward top performers
OFF
Scoring Configuration
How rep scores are calculated
Won Deals
Count of deals closed in period
Conversion Rate
% of deals won vs total
Activity Score
Calls, emails, meetings logged
Weight Preview
Based on current scores
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When OFF — equal split across all active reps
Activity Log
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Settings
Pipedrive Connection
Connect your Pipedrive account
🟢
Not connected
Connect to start routing leads
Webhook URL
Add this in Pipedrive → Tools & Integrations → Webhooks
Event: deal.added · Event: lead.added · Method: POST
Account
Your account details
Email—
Company—