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Every customer in a pipeline can have an owner. Salesflow can distribute them automatically on entry, or you can assign them by hand from the card.

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The pipeline team

First define who can receive leads: in the pipeline settings, the team section lists the members. Each one has a weight, used only by the weighted strategy.

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Strategies

Least load is usually the best default for sales teams: it self-balances when someone is away or piles up too many open leads.Weighted round robin makes sense when you have different profiles — for example, weight 2 for senior reps and 1 for juniors.

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When assignment happens

Assignment happens once: when the customer enters the pipeline.Changing stage does not reassign. A lead the AI pushes from the first stage all the way to closing keeps the owner it got on entry — or stays unowned if it entered while the strategy was None.If you need someone different to take over at a specific stage, reassign by hand from the card.
It also assigns on re-entry for a customer who had left, and when adding customers in bulk from the board.

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Overriding per input node

Each input node can have its own strategy and its own pool of people, via Assignment override and Team assignment. This is useful when leads from different sources should go to different teams — for example, WhatsApp leads to the support team and API leads to the sales team.

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Assigning by hand

From the customer’s card, the owner avatar opens a menu with Assign to me, Assign, Unassign, and a member search. The board can also be filtered by owner with Filter by assignee, including the Unassigned option — the best way to spot orphaned leads.
A member’s auto-assign toggle only affects the manual picker. A member with auto-assign turned off disappears from the manual assignment dropdown, but automatic assignment can still give them leads. If you need to genuinely take someone out of the rotation, mark them inactive in the pipeline team.

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Next step

History and troubleshooting

What happened to each lead, and what to do when something doesn’t move.