For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/attendant-assignment.md.
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      • Attendant assignment

      The attendant is the account member responsible for a contact, an opportunity or a conversation in the CRM. Assignment can be fixed (you pick the person) or automatic by team, which shares leads between attendants in a round-robin.

      Before you start

      • Role: to create teams, add members and configure distribution you must be Owner, Admin, or an Attendant with the coordinator subrole. An Editor or a plain Attendant can only view the teams screen (an Attendant sees only the teams they belong to).
      • Plan:
      • A plain Attendant only sees the contacts, opportunities and conversations assigned to them. Owner, Admin and coordinator see everything.

      Who sees what

      The CRM decides what each person sees from their workspace role:

      • Owner and Admin see everything — every opportunity, booking and conversation in the workspace.
      • A coordinator (an attendant subrole) also sees everything.
      • Every other role, including Editor and a plain Attendant, is scoped to their own records.

      That scoping is what makes assignment matter: until someone is the attendant on a card, it stays invisible to people with their own scope.

      Fixed assignment

      With fixed assignment you choose the responsible attendant by hand — when creating the opportunity, or from the card itself. It is the direct route when you already know who should handle that lead.

      Distribution by team

      A team is a group of attendants that receives leads automatically. When you add a member to the team, you set how they enter the rotation:

      • Weight — attendants with a higher weight receive proportionally more leads.
      • Priority — the tie-breaker when weights are equal; higher priority wins.
      • Fixed member — always takes part in assignment and does not enter the rotation.

      Distribution is a round-robin: among those eligible, ties break by weight, then priority, then whoever went longest without a lead, and finally at random. The load evens out over time instead of always landing on the same person.

      Temperature and cap

      Each team member can have rules per lead temperature (warmer leads, for example). Each rule has a cap: the maximum number of open assignments that attendant holds at that temperature. Anyone at their cap drops out of the rotation until space frees up — and if every eligible member is capped, distribution declines and the lead gets no automatic attendant.

      If it didn't work

      • You cannot create teams or change distribution: your role lacks permission — see no permission.
      • An error adding an attendant already on the team, or a duplicate team name: see the error codes (Portuguese).
      • A lead got no automatic attendant: most likely every eligible member was at their cap — review the temperature rules.