> For the complete documentation index, see [llms.txt](https://docs.sandbox.com.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sandbox.com.vn/2.-sale/2.2-quan-ly-chia-leads/2.2.3.-chia-lead-tu-dong.md).

# 2.2.3. Chia lead tự động

Tại thanh menu chọn mục **Sales → chọn Quản lý chia leads → chọn tab Chia lead tự động**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcZajIfZKaRs4hxEh8mBb6Pgm4sbrg8AWXYnV1e0tzzlRkzkzW93Dwkf_yU_wG7xBWghqOvpF3aThSRXlDUee_5Y-xgXaXoUFpYKT6a8dpjFLVI--Pq6qsKSUtEFZHPYLehy0_5RZlKeU8OSCdaHsG6pOo?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

Chọn nút Thêm mới để tạo mới kiểu chia<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXerO2gv1buH6wDOYaixRwVTjQ1fUhcmXaQkt6e_rS7AvxqK7t5uuBi6pClUjAJJIjb_2XNHbdm8FSHAcLKCdTYv-TmWJ43V_MnFS18Q9tNqK7CgK3-AQEjowwOj1wG0b1gZ4txbfwqUPImzv-4m240ZqL8?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

Tại giao diện Thêm mới kiểu chia lead, điền tên kiểu chia và thực hiện cấu hình các thông tin sau:

1\. Chia lead cho Sales

* Bật cấu hình chia lead theo nhóm/ chia lead cho sales&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdSYLP8hoz5QZNQZk2l1INI6pJMsuRQvne_SO0rlDUE5p5pWPLqz1FdOYPcceKj72pOieR8FzKQeiNm9vF1UsI3RSgQ684sgCYR7SHFTuA79zuLvdQfuBa5bHwN5H2eWLDeosNAn6Lm0Iih-AM5njeI1Gb6?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

* Cấu hình chia lead theo tỷ lệ cho các nhóm:

&#x20;\+ Chọn **Thêm nhóm mới → Chọn nhóm nhân viên muốn chia lead**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXccmRQs3MpiPoHUFjYRmmhbOMd_9_9p_GUNWLT8Rgh5TluCLcwlt28yClUE-ZSNzzU1Er4Z8G83sO0HhyT9RkEJacU66OJ4LSVSXM-CF0Ssev6YYxRZIfAWlmN_vlBNHXUJR4ZY03NN1VoAm6ttawDvue8?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

&#x20;\+ Đặt tỷ lệ chia lead cho các nhóm

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdUXM9g6neqxA3m9zYNGYOSPbXx5GETbsYo9QdZKsfvfqUkxJWKhnYf_nuIQBKee2BlpQmYipTzg5TbAGGwa-jKaOw4V3fqoeZLNPblqFIMbkaoM3LPRbHYXZXxkKIXQlQ5A5678Nl6_35F52UhhcmjC79c?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

* Cấu hình chia lead theo tỷ lệ cho mỗi Sale trong 1 nhóm:

&#x20;\+ Chọn Chia số theo Sales:<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdXZ0V1xXJH62Cx6Rib3fI4HBIhDQWLT7taQ8zk0OkgliYP-Xykf8B7xkXhPLNinlVtZrEn2CWBx1i6mFeN9H5l2QZtaAR4Krb49dvYQMA9mO2PTQbyrg9YrTeq7b0BNLM5y6luDMwwFk_OrHtnybYEInM?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

&#x20;\+ Chọn Thêm Sale → chọn các nhân viên muốn chia lead<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe98Bx89y8uNWEMg2TQfkgpYG0fbGC8ELZ4t5m-R5VtabEGGQmg4_SG7QCQ03BGPvJdeOoIWXhrWDSAg9I5ugayMGdGSaGSMkS0-XxV7mPo7JLf6-9X6kgWGuRYoLTrrW8kYEXEXknksP3VFTt66ps84Jk?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

&#x20;\+ Đặt tỷ lệ chia lead theo mong muốn cho từng nhân viên sale:<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXffOPEP9cVXjVG9R2t92f3VVUZ6m76_vnsbl0bitYt41AktihXp2iAUoSVQM_fO6tCE6-YkU9Ty03f_yRmEUd95o7uh4XmCs2N8ymzf2vUNaf4qZGUf0jNWS7RfEebJEy7qmDynr9jl76otcOZSDKufFO4F?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

2\. Chia lead cho CSKH

* Bật cấu hình kiểu chia mong muốn

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcvnIzhn1oersh839E1eJyMRcxWKlB03crH49hVMh_CKenoOokZzjWXElOsncYXBiy4Eflkr_6rkXyNLwPyDbLKITnsb9vtcKRbUYpfUUrROvBbcDYtli0LmyfXqPTHga42RygkEfBi1cohJ5XrcaTiylMD?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

* Cấu hình chia lead theo tỷ lệ cho các nhóm:

&#x20;\+ Chọn Thêm nhóm mới để thêm nhóm nhân viên CSKH cần chia lead

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfDPHJJ17m7k0NVg_cKi8bDBetfit57B0YbXBsfRLy_BftPNLZP052MPjtsUyNcNySztmbWrhtSJB174gbsojcMrpzgOHOtQFwGZEBNtiJrFs5NxELWJpcftilt0HzS9pv6KkeV9CcS7PlIhsuHBZLHqhZ?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

&#x20;\+ Đặt tỷ lệ chia lead cho các nhóm CSKH

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfYsN3-7iVGyDpVNWt_Kzfm4nsZZs0SmpiIqmDPUDRdzrK6nLR0eDcyMMKrG72DpFtS3_Tmqxb7u55WvFwZsGQbHG1BFqd6KytK3odX9bg9J2QYXukDYmIw1AmAgCfs2jsK2T_QzAwm-4WqwzF2b1cyP9s?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

* Cấu hình chia lead theo tỷ lệ cho mỗi nhân viên CSKH trong 1 nhóm:

&#x20;\+ Chọn Chia số theo CSKH → chọn Thêm CSKH → chọn các nhân viên CSKH muốn chia lead<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdWFDPcKY6a9R4gfy1MZgMbLwiTPIZx6xQJusGSU94ZFix9Zzts_MXDt_QteRbplerim9NSYulGnm20am75eMfyjzm1spwZfwLbtGVM5oTf7N4AUwr6e_92wmTSD1S4Smae3i-g5wbeEv7agqC6pwmjvrZy?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

&#x20;\+ Sau đó đặt tỷ lệ chia lead đối với từng nhân viên CSKH trong một nhóm

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfukcRH0_cszkuPbPm_RjPM7YVac5q58FsTWFv6fzlATiMekCvgzF1Ggv5Y9ezmq2XDgRdmCBs12VCidNSUPf2L43X1fWB_xr4eHGvgVdu16W8sIkdHeN4s-mqkCtg81lj8-X8v9qgL-NyJeRjeYGpFlu0Y?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

3\. Cấu hình bản ghi chăm sóc

* <br>

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf3D7i57AzrL_2j3LZfyMWxl-lhLuXQYASF2dY6OdyPkUgXbXUpIiJYjQI4PTlAkkZAItJAF0BsM4c75n_LQKjFQy67cK-1IwlqAR5AShtfkm4q6YdwOtfXZSjBkZzper9vymhAvBbdlUYNtZYM6h-aBEXA?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

4\. Cấu hình số được chia

* Có thể thay đổi hoặc giữ nguyên định nghĩa Kiểu lead về sao cho phù hợp

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXePxN8JUd5e1CXh5luBilKyQJJ2td2QODvaHHw4ntIP627uJG2hGipndggiXPA-bh_1tFDzFRKkztCnPGFQBzz6m6kLjWY5ujotwDjQ0Pwgx4lc8AX-G3RjqIjjgNL9FO0BYXyla3wmbGP_2oDrBsZ4abmi?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

* Tại màn cấu hình chia số, anh/chị lựa chọn các Options tùy ý với nhu cầu (Anh/chị xem thông tin chi tiết về các kiểu chia tại mục Chỉ dẫn)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcPYvhFFe-OXIjpRmAm2In5hSBQbitTmaw4yUNk1vM_k3wCLw3vo_YyT8Dc1Yeurx30Yvp7kf3rCZDHYEXRno8Zbbs6AB3mkegOYKWQwGdCR7d1sCZv6y1OYxfSrth9TY6xGWLCgYz_5iJsq8tGGBp8_bMu?key=oLDEFzA9zH1pepMP3zvqFA" alt=""><figcaption></figcaption></figure>

<br>


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