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Distribution

Route leads to partners automatically with rules, caps, and invoicing.

How Distribution Works

Overview of {{APP_NAME}}'s distribution flow. Learn how leads are routed to partners automatically based on rules, caps, and delivery channels.

Distribution Profiles

Creating and editing distribution profiles. Add partners, set rules, and configure how leads are routed to each partner.

Partner Management

Add partners, edit their contact and billing details, configure caps and delivery settings, and manage active vs. inactive partners.

Delivery Channels

Configure how partners receive their leads: email, webhook, or partner portal. Compare the three channels and pick the right one per partner.

Invoicing

How {{APP_NAME}} generates partner invoices automatically from delivery data: pricing rules, EU tax compliance (ZUGFeRD/XRechnung), reverse charge, and PDF output.

Partner Portal

Give partners their own login to view delivered leads, download invoices, accept or reject leads, and manage their delivery settings. Self-service that removes manual reporting.

Distribution Analytics

Read the distribution analytics dashboard: delivered volume, revenue, cancellations, and per-partner performance over any time range.

Distribution Logs

Browse every distribution job, filter by status and partner, and inspect what happened to any individual lead during distribution.

Routing Rules

Configure which partners receive which leads inside a distribution profile. Filter sets, OR conditions, base pricing, and per-assignment overrides.