Configuration

Rules and automation behind the pipeline.

Configuration is where you define the rules that shape every lead: global defaults, ownership rotation, duplicate handling, and targeted assignment.

Global defaults that shape every incoming lead.

Round-robin and weighted ownership across your team.

Detect and merge duplicate leads across sources.

Route specific leads to specific owners on criteria you set.

Webhook logs

Audit every inbound webhook delivery with per-attempt status and payload.

General lead rules

Org-wide defaults for how new leads behave.