Dividing Leads Among Account Owners: Formulas vs AI

Barrie H. · 2025-04-25 08:49:38.016761+00

What is the best way to divide leads in a clay table under a couple of account owners? Formulas or 'Use AI'? Note: people in the same company should get the same account owner.

To divide leads among account owners while keeping people from the same company together, we recommend using our Weighted Round Robin feature. Here's how: 1. Create a table with your account owners, including their names and desired weights. 2. Use the "Distribute Leads Weighted Round Robin" enrichment. 3. Configure the enrichment: • Select your account owners table • Map columns for rep names and weights • Optionally, add a column for active status This approach allows you to distribute leads fairly while maintaining flexibility. You can adjust weights to control lead distribution and use conditions to assign leads from the same company to the same account owner. If you need more detailed guidance, let me know, and I can provide step-by-step instructions.

Sources: Round-robin integration overview | Documentation | Clay University Round-robin integration overview | Documentation | Clay University

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