The book
Import leads or accounts from a spreadsheet with every column you track — size, region, segment.
Solution / Use Case
Leads & Accounts
Stop hand-assigning the book of business. Load the leads, set the order, and let reps draft — fair, fast, and on the record.
What you are dividing
Leads, accounts, territories — assigned without the grumbling.
Quarterly account books, inbound lead pools, territory shake-ups — anything reps compete for.
Rep preferences
Reps rank the accounts they want privately before the draft — AutoDraft can even pick from their list.
The assignments
Every pick is recorded in order and visible to the team, so the allocation is beyond debate.
How it works
From lead pool to owned pipeline.
Run it live in a sales meeting or async across time zones.
Load the pool
Spreadsheet in, draftable list out — pre-assign protected accounts before the draft starts.
Set the order
Straight or snake, seeded however you decide — visible to the whole team.
Draft live or async
Email and text turn alerts keep it moving; admins can pause, skip, or pick on someone's behalf.
Helpful features
Built for how sales teams divide.
Pick the draft format that matches the moment.
Assign the book without the blowback.
Create a group, import your leads, and run a practice draft before the sales meeting.