--- title: "Assign Leads to Logged-in Sales Reps Only · Ortoo" description: "Whether you are creating a new team, or re-building an existing one, deploying an intelligent lead assignment system can revolutionize the performance of your sales team" lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "name": "Ortoo", "url": "https://ortooapps.com/", "logo": "https://ortooapps.com/ortoo-logo-square.png", "parentOrganization": { "@type": "Organization", "name": "Ascendx" } }, { "@context": "https://schema.org", "@type": "WebSite", "name": "Ortoo", "url": "https://ortooapps.com/" }, { "@context": "https://schema.org", "@type": "Article", "headline": "Assign Leads to Logged-in Sales Reps Only", "image": "https://iijomlowjjsbtllihhlg.supabase.co/storage/v1/object/public/blog-assets/assign-to-logged-in-sales-reps/Assign-Leads-to-Logged-in-Sales-Reps-Only.jpg", "datePublished": "2020-04-01T16:56:57+00:00", "dateModified": "2024-09-24T21:03:26+00:00", "author": { "@type": "Person", "name": "Taylor Reed" }, "publisher": { "@type": "Organization", "name": "Ortoo Orchestrator", "logo": { "@type": "ImageObject", "url": "https://ortooapps.com/logo.png" } }, "mainEntityOfPage": "https://ortooapps.com/resources/blog/assign-to-logged-in-sales-reps" } ] --- [Skip to main content](#main-content) [Support](/support)[Contact](/contact) [![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-gradient-C54UkOOH.webp)](/) Ortoo Orchestrator Solutions Why Ortoo Resources About [Pricing](/pricing) [Map your workflow](/contact?intent=workflow-mapping)[Book a demo](/contact?intent=demo) [Book a demo](/contact?intent=demo) [Resources](/resources)/ [Blog](/resources/blog)/ [Revenue operations](/resources/blog?theme=revenue-operations) [Revenue operations](/resources/blog?theme=revenue-operations) # Assign Leads to Logged-in Sales Reps Only Taylor Reed · 01 April 2020 · 1 min read ![Assign Leads to Logged-in Sales Reps Only](https://iijomlowjjsbtllihhlg.supabase.co/storage/v1/object/public/blog-assets/assign-to-logged-in-sales-reps/Assign-Leads-to-Logged-in-Sales-Reps-Only.jpg) ## Deploy this Salesforce Sales Cloud Best Practice , today In a high performance sales team, Leads MUST be assigned to the best available sales rep , as quickly as possible. Allowing leads to be stuck in queues, be they actual Salesforce queues or virtual queues, will have a devastating impact on your conversion rates. For maximum performance, you should assign leads to logged-in reps only. ### Out for Lunch! A rudimentary lead assignment system might assign leads to sales reps based on fair and even distribution, irrespective of the reps’ availability status.  This means reps will continue to receive leads when they go to lunch, log-off for the day or are otherwise engaged.  This ensures everyone gets a “crack of the whip” and no one needs to get overly stressed about missing out on their fair share of leads. ### Hot leads go cold However, such a system is incredibly inefficient and damages the overall performance of the team.  Leads which are in a queue, waiting for an agent to log back in, no matter how good or experienced they are, are going cold fast.  Every minute lost decreases the chance that the lead will be converted. ### Availability is key In a high performance team, leads should only be assigned to available, logged-in agents. Intelligent assignment apps, like [Q-assign](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IUgVEAW), can be configured to ignore unavailable agents and then to match the lead to the very best available agent out of all those that are logged-in. Fairness can be maintained using dynamic assignment rules, which take workloads, weightings, caps and quotas into consideration, prior to deciding on the final destination for each lead. ## Q-assign for Salesforce By configuring [Q-assign](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IUgVEAW) to route leads to logged-in agents only, lead throughput can be optimized whilst productivity and performance are maximized, leading to better results all round. _Q-assign is 100% native to Salesforce and is available on a free 30-day trial, from the [AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IUgVEAW)_ ## Related insights [ ![lead-assignment-rules-salesforce-icon](https://iijomlowjjsbtllihhlg.supabase.co/storage/v1/object/public/blog-assets/lead-assignment-rules-salesforce/featured.png) Workflow orchestration ### Lead Assignment Rules in Salesforce: Automate with Q-assign This comprehensive guide to optimizing lead assignment rules in Salesforce will stand you in good stead for maximizing your sales reps’ productivity and performance. Understand the benefits of highly effective lead assignment, explore Salesforce best practices and stay ahead of the competition – with added insights into AI-driven revenue orchestration Ortoo Team 9 min read ](/resources/blog/lead-assignment-rules-salesforce)[ ![Lead to Account Matching is the process of connecting leads with their corresponding accounts in your Salesforce database.](https://iijomlowjjsbtllihhlg.supabase.co/storage/v1/object/public/blog-assets/lead-to-account-matching-seamlessly-connect-leads-to-accounts-in-salesforce/featured.png) Revenue operations ### Lead to Account Matching: Seamlessly Connect Leads to Accounts in Salesforce Lead to account matching connects every inbound lead to the right account in Salesforce. Here is how it works, where it breaks, and how to automate it without manual data entry. Elisa Mustonen 5 min read ](/resources/blog/lead-to-account-matching-seamlessly-connect-leads-to-accounts-in-salesforce)[ ![Email-to-Lead workflow for Salesforce in three steps: email in, enrich and classify, create the lead.](https://iijomlowjjsbtllihhlg.supabase.co/storage/v1/object/public/blog-assets/email-to-lead-salesforce/cover-v3.png) Revenue operations ### Email-to-Lead: Salesforce Lead Management with AI Lead management is the lifeblood of any successful sales operation. At a time where customer expectations are higher than ever, ensuring that potential leads are captured and nurtured effectively can make all the difference. Introducing Email-to-Lead – AI Edition. Taylor Reed 7 min read ](/resources/blog/email-to-lead-salesforce) READY TO SEE IT IN ACTION ## Map _your_ workflows with our team. 30 minutes, no prep needed. We will map one workflow you handle today and identify where orchestration would change the outcome. 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