Note: this article merges two question-bank questions ("What is a Lead Credit?" and "How does lead Distribution work?") because they turned out to be the same mechanism — there's no separate distribution/routing feature. Don't expect round-robin, territory, or skill-based routing; the code has unused placeholder enum values for those, but nothing wired to them.
The model: pull, not push
KamoCRM doesn't automatically route or push leads to specific people. Instead, unassigned leads sit in a shared pool per market/vendor/product, and eligible members pull a lead for themselves by clicking Accept — see How do I find available leads?
What a Lead Credit is
A credit is a token, tracked per member per vendor product. Claiming a lead from the pool normally spends one credit — that's the whole mechanism: one credit in, one lead out. If a vendor's product has Empty Credit Free For All turned on (set when the product was created — see How to Add a Lead Vendor and Its Products), claiming a lead from that product doesn't spend a credit at all; anyone eligible can just take it.
The oldest lead in the pool is always handed out first — there's no way to cherry-pick a specific lead out of order.
Where credits come from
An admin sets each member's credit rules — a starting/topped-up balance (Daily Allotment), a ceiling (Max Balance), and a per-day usage cap (Max Daily Spend) — per vendor product. See How to Manage Lead Credit Allotments Any of these can be set to unlimited (∞). Daily Allotment tops up automatically each day; there's no manual "grant credits now" button.
Related articles
Other guides that answer questions close to this one.
How to Find Available Leads and Check Your Credits
Claim a lead from the shared pool for a vendor product you have credits for, and see your own credit balance while you're there. Before you start The right to spend/receive lead credits. Steps 1. From the Leads action…
How to Manage Lead Credit Allotments
Note: this answers the question-bank item "How do I set up lead distribution for users?" — there's no separate distribution/routing engine to configure (see Lead Credits Explained). This credit-allotment screen is the…
How to Add a Lead Vendor and Its Products
Add a lead vendor — and the products it sells — so it can be selected as the source when a lead is created manually or received through an automated import. Before you start At least one active Market must already…
Vendors and Products Explained
A Vendor is who a lead came from. A Product is a specific offering under that vendor — every vendor has one or more products, and a lead's Vendor + Product together identify its exact source. Both are scoped to a single…
How to Approve or Deny an Opportunity Request
Naming note: the action shown in the UI as "Deny Opportunity" is controlled by a right named Delete Opportunities in Roles — not "Deny." If you're setting up roles, look for that name. Review, approve, deny, or close a…
How to Edit a Lead's Information
Note: there is no client-side validation on these edit fields — you can save a card with fields blanked out. Don't describe validation rules here that only apply to lead creation. Update a lead's contact info, address,…