Last updated: 2026-10-12

How to assign leads automatically

When new leads wait for someone to “take” them, the fastest salesperson gets everything and the rest of the team gets nothing — or nobody takes them at all. Automatic assignment fixes both.

How rotation works in Veylo

• When a new contact sends the first message, the system assigns an owner following the queue.
• You choose who is in the queue (salespeople only; the account admin supervises).
• You set how many leads in a row each person receives before passing the turn.
• You decide whether offline salespeople keep receiving leads or are skipped.
• Leads that already have an owner are never redistributed.

Combine with visibility rules

Turn on “Each person sees only their own leads” so salespeople focus on their conversations, while the owner keeps a view of everything.

Reassigning

Any conversation can be reassigned to another person from the conversation header, for example when someone goes on vacation.

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