# Rotation

## Overview

The **Rotation** feature automates how leads are distributed across the sales team. Instead of manually assigning each lead, the system can rotate leads evenly or based on conditions.

![](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/embedded-image-o0v6wody.png)

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## Rotation Options

<table id="bkmrk-option-description-r"><thead><tr><th>Option</th><th>Description</th></tr></thead><tbody><tr><td>**Rotation All Users**</td><td>Rotates leads among all active salesmen.</td></tr><tr><td>**Rotation Management**</td><td>Rotates leads to specific users only (selected manually). To configure which users are included, go to **Setup → Rotation Management**.</td></tr><tr><td>**Rotation 24 Hours**</td><td>Runs the rotation continuously, 24/7, including outside working hours.</td></tr></tbody></table>

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## Lead Rotation Types

<table id="bkmrk-type-description-rot"><thead><tr><th>Type</th><th>Description</th></tr></thead><tbody><tr><td>**Rotate Unassigned Leads**</td><td>Automatically assigns leads that have no salesman assigned.</td></tr><tr><td>**Rotate Withdrawn Leads**</td><td>Reassigns leads that were withdrawn back into the sales pipeline.</td></tr><tr><td>**Rotate New Leads**</td><td>Distributes newly created leads evenly among the team.</td></tr></tbody></table>

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## Rotation Conditions

You can add custom conditions to control how leads are rotated:

<table id="bkmrk-condition-descriptio"><thead><tr><th>Condition</th><th>Description</th></tr></thead><tbody><tr><td>**Type**</td><td>The category or type of lead to rotate.</td></tr><tr><td>**Item Value**</td><td>The specific value to match.</td></tr><tr><td>**Salesman**</td><td>Which salesman receives these leads.</td></tr><tr><td>**Role**</td><td>Rotate based on user role.</td></tr><tr><td>**Quota**</td><td>How many leads each salesman receives per rotation cycle.</td></tr><tr><td>**Interval**</td><td>Time interval between each rotation assignment.</td></tr></tbody></table>

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## Working Days

Configure which days of the week rotation is active to match your team's schedule.

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## Key Things to Know

- Rotation runs automatically based on the rules you configure — no manual action needed.
- Leads go to the salesman's **Fresh Leads** tab after rotation.
- Use **Rotation Management** if you want to control exactly who receives which leads.