Assignment Methods
Round-Robin
The manager selects a batch of leads and hits Assign. BrokerOS fetches all active subordinates ordered by their join date, then distributes leads using a simple index loop: lead 0 goes to agent 0, lead 1 to agent 1, and so on, wrapping back around when the list runs out. Every agent in the team gets an equal share. A push notification is sent to each agent after assignment.Direct Assignment
The manager picks a specific agent from the dropdown and all selected leads go to that one person. A single push notification is sent to the target agent with the count.Unassigned Queue
If no active agents are available, or the manager skips assignment, leads sit in the unassigned queue. The Pre-Sales Manager can view this queue filtered bymanagerUnassigned: true: it shows leads with no assignedUserId alongside leads assigned to the manager themselves.