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Shark Tank & Round Robin Lead Distribution

The C360 Partner Leads Management module empowers you to distribute leads intelligently, ensuring speed, fairness, and accountability.
You can choose between two flexible strategies:

  • Shark Tank → Partners compete to claim available leads, with admins approving requests.
  • Round Robin → Leads are assigned automatically and fairly in a rotation.

Both methods help you maximize efficiency while maintaining full transparency in lead ownership.

🦈 Shark Tank Management​

With the Shark Tank model, leads are placed in a shared pool.
Eligible users or partners can claim leads, while admins maintain oversight and control.

🔹 Assign Leads in Shark Tank​

  1. Open the Leads List in the C360 Sales module.
  2. Select the leads you want to distribute.
  3. Click Assign To → Shark Tank.
  4. Select which users or partners are eligible to claim leads.
Assign leads in Shark Tank
Assigning leads into the Shark Tank pool

🔹 User Experience​

  • Eligible users see a Claim Lead option in their alerts.
  • They can review available leads, select the ones they want, and submit a claim.
  • Once approved, the lead is assigned and visible in their pipeline.
Claim Leads Table
Claim Leads table for users

🔹 Admin Control​

  • Admins receive a Claim Review Request notification.
  • They can review all pending requests, then Approve or Reject claims.
  • Claiming users are automatically notified of the outcome via email.
Claim Review Request Table
Admin reviewing pending lead claims

💡 Business Value: Shark Tank fosters a competitive yet controlled environment — encouraging proactive partners while ensuring admins retain final authority.

🔄 Round Robin Management​

The Round Robin strategy ensures every partner receives leads in an equal, fair, and automated rotation.

This approach guarantees:
✔ Balanced workloads
✔ No favoritism or bias
✔ Transparent tracking of lead allocation

🔹 Assign Leads in Round Robin​

  1. Go to the Leads List.
  2. Select the leads you want to assign.
  3. Click Assign To → Round Robin.
  4. Choose eligible users/partners and drag to set the rotation order.
Assign leads in Round Robin
Assigning leads automatically with Round Robin

🔹 What Happens Next​

  • The system sets the status to Round Robin in Progress.
  • Users are notified and can either Accept or Reject leads.
  • If rejected, the lead instantly moves to the next person in rotation.
Round Robin Lead Alerts
Round Robin alerts for users

💡 Business Value: Round Robin eliminates manual lead juggling — ensuring speed, fairness, and consistency in distribution.

⚙️ Configurable Options​

Both strategies offer smart automation controls:

  • Duration → Define how long a user has before a lead is reassigned.
  • Remaining Time → Track pending time for each claim or acceptance.

Admins can configure these in:
System Configuration → Lead Assign.

📌 Summary​

  • Shark Tank → Competitive, claim-based allocation (with admin approval).
  • Round Robin → Automatic, equal distribution in rotation.

With C360’s dual lead management strategies, you get the flexibility to adapt to your sales style:

  • Encourage proactivity with Shark Tank, or
  • Ensure fairness and automation with Round Robin.

👉 Either way, your leads are always handled efficiently, transparently, and fairly.