How do I assign leads to my sales reps?
Open Team leads — the manager-only board in FieldStacker. Choose what you are handing out (all leads, new-homeowner leads, or imported lists), narrow the list with the search box or the county/ZIP jumps, tick the leads you want (or the select-all box at the top of the table), pick a rep from the "Assign to…" dropdown and hit Assign. Every rep in your downline is in that dropdown — not just your direct reports — and each name is labelled with their sub-team so you know who you are handing to. The reps you assign get an in-app notification, mirrored to their phone as a push if they have notifications on, and the leads appear on their knock map.
Does FieldStacker distribute leads automatically or round-robin them?
No — distribution is manual by design. The Team leads board has exactly four actions: assign, assign by rep ID, unassign, and delete, so every hand-off is a person deciding who gets which doors; there is no round-robin, rules engine, capacity cap or auto-rotation. For a lot of D2D teams that is the right trade — you are handing out a neighborhood, not a web form submission, and geography matters more than whose turn it is. If you specifically want a rules engine that sprays inbound leads round-robin the second they arrive, that is a different tool, and better to know now than after you sign up.
Can I assign leads to a rep who is not on my team?
Yes. Next to the team dropdown is an Assign by ID box: type any active rep's rep ID — the short shareable code every FieldStacker account gets, formatted like K7M2-9QX4 — and the selected leads go to them. It works across companies, which is how a dealer hands work to an independent rep who runs their own account. The only rep you cannot assign to is yourself. Fiber dealers get one extra option: a top dealer can also hand leads down to their sub-dealer managers, who then redistribute from their own board.
If I assign a lead to a rep, do I lose it?
No — assignment and ownership are separate. Assigning sets the lead's assignee; the owner never changes, so leads you imported stay yours. You can reassign to someone else or hit Unassign to pull it straight back into the pool at any time. The same split protects you when someone quits: if a rep leaves your team or you remove them, every lead assigned to them that they do not own is automatically returned to the pool and their access is cut, so team leads cannot walk out the door with a leaver. Delete is the one irreversible action, and it only ever touches leads you personally own — never an upline's leads you were merely handed.
How do I keep unassigned leads from going stale in the pool?
By looking, on a schedule — the board gives you the numbers and the chasing is yours. It shows an Available to assign count and an Available filter chip that isolates every lead with no working rep, and the table has an "Added" date. Stale-lead alerts, an aging column and a "sitting untouched for 30 days" filter are not there, so the discipline has to come from you: an unassigned lead is a lead nobody is accountable for, and a pool that only grows is where a paid list goes to die. The habit that fixes it is boring — open Team leads, click Available, and empty it before you import more.
Can I hand out a whole neighborhood at once instead of picking leads?
Yes — that is what Territories is for. Trace a free-form polygon on the map by tapping points, name it, pick a colour and assign it to a rep. Saving it hands that rep every lead you own inside the polygon and notifies them, in one action, with no per-lead ticking. You can scope a territory to one lead kind (new-homeowner only, imported only, or both), and there is a re-sync button to re-hand everything inside after you pull or import new leads into the area. One limit to know: a territory only distributes leads you own and that have coordinates, whereas the Team leads board can also pass down leads an upline manager handed to you.
