Leads and accounts
Distribute the book of business across a sales team without hidden handoffs.
How lead drafts workSolution / Organizations
Businesses
When a team shares one pool — leads, shifts, coverage, time off — a draft beats a manager's spreadsheet. Everyone picks in turn, and the outcome is on the record.
What teams divide
Shared work needs a visible process.
Three allocations come up in almost every business. Each has a guide of its own.
Shifts and coverage
Let people choose work blocks, weekends, and rotations instead of being assigned them.
How shift drafts work
Vacation time
Allocate the high-demand weeks with an order everyone agreed to in advance.
See vacation draftsWhy teams use it
Allocation people can actually trust.
The point isn't the software — it's that nobody has to wonder how the decision got made.
The order is public
Everyone sees the turn order before the first pick, not after.
Admins keep control
Pre-assign protected accounts, pause, skip, or pick on someone's behalf.
The outcome is documented
Every pick is logged in order, so the allocation holds up in the next team meeting.
Where to go next
Choose the format that fits the work.
Business teams use all four, depending on what's being divided.
Give your team a fairer allocation process.
Set up a group for free, add sample resources, and test the flow before inviting everyone.