Lead Vendor Distribution Tutorial Video
There are 4 different lead vendor distribution options if you specifically have agents attached to your account. You can view all agents attached to your account by navigating to the Account Settings page -> My Team tab.
1. Import these leads into my account. All leads will go strictly into your own Ringy account. 
2. Put these leads in a lead pool where my agents can pull leads themselves. This option is recommended if you are dealing with a higher volume of leads to provide your agents the opportunity to pull however many leads they want and when they want as long as it is under the daily cap you set. Please note, this option disables contact settings. In other words, once your agents pull leads from the lead pool, it will not automatically trigger a text or email. They will be able to pull the leads on their Dashboard in the Leads Today section. You can select yourself if you also wish to pull leads.
If you have a vendor set up as a lead pool, then if you are uploading a CSV file on Ringy, which can be done by going to the Leads page in the Navigation bar, you can choose that lead vendor in Step 4 during the upload process. This way the leads will go into your lead pool and not into your Ringy account.
You can view how many leads are remaining in the lead pool in the Lead Vendor Pools section located on the Dashboard.
3. Import these leads into the Power Dialer. This option is only applicable if you added the Ringy Power Dialer onto your Ringy account. Leads integrated into the Power Dialer will be immediately available in the Power Dialer queue to be called per Power Dialer Campaign set up. You will need to create the Power Dialer Campaign to attach to the lead vendor within the Power Dialer set up.
4. These are live transfers. Cycle live transfer calls from this vendor to my agents. You must choose a Ringy number to now be used for live transfers, decide the maximum number of times to transfer this call i.e. how many agents to transfer it to before dropping the call if no one answers, and how many seconds it will ring to each agent. Then it will prompt you to select lead distribution rules. Your agents must have their masterswitch turned on and calls "Accepting in Ringy." You can also choose the rule to only send leads to agents who are actively working these leads. If someone does not answer a live transfer, we will pause sending them leads. Agents can unpause themselves from the dashboard. Once you select your agents, you need to select a maximum number of live transfers they could potentially receive per day. Keep the number of leads per cycle as 1. Otherwise, they could essentially receive multiple live transfers at once.
5. Distribute these leads to my agents. This is the most common use case. This will distribute leads from this vendor to your agents in a round robin fashion. When a lead goes to one of your agents accounts, as long as you have the contact settings checked to "text lead one of my 'Initial Preset Texts" and "Email lead my 'Initial Preset Email," it will send the lead one of your agents initial texts and initial email automatically.
We recommend checking the first rule, "Only send leads to agents whose master switch is turned on." You can also establish the second rule, "Only send leads to agents who are actively working these leads." This means the agent needs to call, assign a disposition tag to the lead, or manually send the lead another text manually within the time frame you set below. Otherwise, the lead will get transferred to a different agent due to inactivity. Despite the lead receiving the agent's initial text and email, that does not count towards actively working the lead. When the lead gets transferred to a different agent due to inactivity, the lead will not get the new agent's initial text and email automatically. If this happens to an agent and a lead is transferred out of their account due to inactivity, they will receive notice of this on their Dashboard where they can turn leads back on as well.
To the right of where you set the daily cap for agents i.e. maximum leads per day, you can view the agent's states they're licensed in. If it is blank, that means the agent can receive leads in any state. The agent can specify the states they do business in prior to you adding them to the distribution by navigating to the Account Settings page, under the General tab, towards the bottom right you will find the "States I Do Business In" section. Please note, if any changes are made to this section after being added to the distribution, it will not update for the lead distribution settings and will need to be updated manually.
Edit distribution settings:
If you need to make changes to your distribution settings, click the purple pencil beside the specific lead vendor, and you will find 3 dots to the left of each agent already added to the distribution.
This is where you can edit settings for each agent to change the weight i.e. how many leads they receive at once, their daily cap, view how many leads they have received today thus far, edit the states they're eligible to receive leads in, and view the status of when the last time was they received a lead from vendor.
You also have the option when selecting the three dots to pause leads for this agent, hide leads so they cannot view any sent from this vendor on their account, and remove the user entirely from the distribution. If you decide to remove a user from the distribution, it will first ask "Are you sure you want to permanently remove this agent from this lead vendor?" If you click OK, you will receive another prompt, "Would you like to transfer these leads from your agents account back to your account?" You can decide then if you wish to forfeit any leads they have received from your vendor back into your own account or you can choose you do not want these leads. If an agent is removed from the distribution regardless if you forfeit leads sent to them back into your account or not, they will not be able to filter for the vendor moving forward on their account.