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For reps who use the assistant every day.
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Spread new leads evenly across reps in Zoho CRM
The Zoho CRM AI Assistant counts each rep’s open new leads and proposes an even split of the ones still waiting for an owner, or a split by the rule you give. It changes lead owners only once you approve.
Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.
the problem
A batch of leads lands on one person
An import or a trade show list arrives, and every lead is owned by whoever loaded it. One rep already has a full list, another is nearly free. Splitting them fairly means counting what each rep has, then selecting and reassigning the leads in small groups.
the solution
Ask for the split, adjust it, approve
Say which leads to split and among whom:
The 24 new leads from the trade show are still owned by me. Count each rep’s open new leads and split these so everyone ends up with about the same number.
Zoho CRM gives every lead an owner, so “unassigned” usually means leads still owned by the person who imported them or by a holding user. Name that user, a Lead Source or a Lead Status in your request.
The assistant counts each rep’s open new leads, then proposes how many of the waiting leads each one gets, and which ones. You can change the split or give a different rule, such as by country or by Lead Source. It changes the Lead Owner only after you approve.
- Reads leads by owner, status and source, and your CRM users.
- Changes the owner of the leads in the split, only after you approve; more than 20 ask for a final confirmation.
- A one-off split. For leads that arrive later, a Zoho CRM assignment rule can set the owner.
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pricing
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Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled at signup, then monthly
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Max
For the heaviest CRM workloads.
125x the Free usage
$500/ month
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Free
Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
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By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
use cases
Explore use cases
Find records owned by inactive users in Zoho CRM
“Find open leads, deals, accounts and tasks still owned by users who are no longer active. List them by module. Then move Tom Hale's open deals to Lena Ortiz and his leads to Sam Becker.”
Hand over accounts to another rep in Zoho CRM
“Hand over Ravi Menon's accounts in the North region to Lena Ortiz, with their open deals and tasks. Add a handover note on each account with the open deals and recent activity.”
Reassign deals in Zoho CRM while a rep is on leave
“Lena Ortiz is on leave for two weeks. Move her open deals to Sam Becker with their open tasks, meetings and calls, and tag them "Lena cover" so I can move them back.”
- Current use case
Spread new leads evenly across reps in Zoho CRM
“The 24 new leads from the trade show are still owned by me. Count each rep's open new leads and split these so everyone ends up with about the same number.”
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open Leads with a custom view for each rep’s open new leads and note the counts.
- Open a custom view for the leads waiting for an owner.
- Work out how many each rep should get.
- Select that many leads and change their owner, then repeat for the next rep.
The counting is quick. Selecting the right leads for each rep without moving the same lead twice is the slow part.
faq
Frequently Asked Questions
Will it change my leads?
Only the Lead Owner of the leads in the split you approve. Status, source and other fields are not edited, and the reps’ existing leads stay where they are.
What counts as an open new lead?
Leads that are not converted and have a status your team uses for new, uncontacted leads, such as Not Contacted. Name the statuses in your request if yours differ, and it counts those.
Is this an assignment rule?
No. It is a one-off split of the leads you name. For leads that arrive later, set up an assignment rule in Zoho CRM; the assistant can help you create one as a separate request.
Can I split by something other than count?
Yes. Give a rule, such as by country, by Lead Source or a fixed number per rep. It shows the split before you approve.
Can it be wrong?
It counts leads as they are recorded. A rep with many stale leads still marked new looks busy. Its counts reflect the moment you ask; leads that arrive while you review are not included.
Will it work on my Zoho CRM edition?
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.
Want to ask something?
Write to the team at hello@zsetup.com.