Peresmenka: Shift Manager

Purpose

Peresmenka: Shift Manager solves a key problem for sales teams: when a manager goes off shift, their leads get stuck without a responsible person. Clients wait, conversion drops.

The widget automatically tracks which managers are currently on shift and routes incoming leads only to those who are online. When a manager goes off shift, their active leads are instantly reassigned to colleagues.

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How It Works

The widget operates in two loops: shift tracking and lead distribution.

Manager Statuses

Each manager can be in one of three states:

• Online — on shift, receives new leads
• Paused — temporarily not accepting leads (break, meeting)
• Offline — not on shift, leads are not assigned

Incoming Lead Distribution

When a new lead arrives in the CRM, the widget determines which managers in the group are currently online and assigns the lead to the least loaded one. If everyone is offline, the lead remains unassigned until someone starts their shift.

Redistribution When Going Off Shift

When a manager ends their shift, all their active leads (in tracked statuses) are transferred to colleagues who remain on shift. Distribution is balanced — each manager's current workload is taken into account.

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Advantages Over Alternatives

• Real shifts, not schedules. Most alternatives work on fixed schedules. Shift Manager tracks actual manager presence — if they leave early, leads are redistributed immediately, not on schedule.
• Pause without ending the shift. A manager can go on pause (lunch, meeting) — no new leads arrive, but the shift doesn't end and leads aren't redistributed.
• Three shift modes. Manual (manager clicks the button), automatic (based on CRM activity), and hybrid (auto with manual override).
• Flexible pipeline configuration. Different manager groups can work with different pipelines and statuses. One pipeline for one department, another for a different one.
• Real-time statistics. Who's on shift, how many leads were distributed, redistributed, returned — all on a dedicated page with filters and pagination.
• Balanced distribution. Not random — each manager's current workload is taken into account.

Shift Mode

The first setting determines how managers start and end their shifts.

Mode	Description
Manual	The manager clicks "Start Shift" / "End Shift" in the Kommo interface. Full control.
Automatic	The shift starts automatically when CRM activity is detected (page opens, actions). Ends after an inactivity timeout.
Hybrid	The shift starts automatically, but the manager can manually end it or go on pause.

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Groups & Pipelines

Here you define who participates in distribution and in which pipelines/statuses.

User Groups

Select manager groups from the Kommo group list. Only users in the selected groups participate in the shift and distribution system.

Statuses for Each Group

For each selected group, specify which pipelines and statuses the distribution applies to. You can select an entire pipeline or individual statuses.

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New Lead Distribution

Distribution Mode

Two options for enabling distribution:

• Via settings — distribution works automatically for all new leads in tracked statuses.
• Via Digital Pipeline — distribution triggers as an action in the Digital Pipeline. Useful when you need to distribute only specific leads.

Working Hours

The time range during which new lead distribution is active. Outside this range, incoming leads are not distributed. Default: 09:00 — 18:00.

Distribution Delay

Time in minutes after shift start during which the manager does not receive new leads. Useful to give the manager time to get up to speed.

Inactivity Pause

Time in minutes after which an inactive manager is automatically set to pause. While paused, the manager does not receive new leads, but their current leads are not redistributed.

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Lead Redistribution

Settings for when a manager goes off shift and their leads need to be transferred to colleagues.

Redistribution Working Hours

The time range during which redistribution is active. Outside this range, the departing manager's leads are not moved.

Redistribution Delay

Time in minutes after a manager goes off shift before redistribution begins. Useful if the manager might quickly return (brief connection loss).

Transferring Leads to Colleagues

Time in minutes after which an offline manager's leads are transferred to colleagues on shift. If left empty, the transfer happens immediately.

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Additional Settings

Exclusion Field

Select a custom lead field. If this field is filled in, the lead is excluded from distribution and redistribution. Useful for VIP leads or leads under direct management oversight.

Lead Return

If enabled, when a manager starts their shift, their "original" leads that were redistributed during their absence are returned to them.

Event Notes

If enabled, a note is automatically added to the lead for each distribution, redistribution, or return event. Useful for auditing and oversight.

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Statistics

The "Statistics" tab provides complete information about the system's operation:

• Summary — total number of distributions, redistributions, and returns for the period
• Event Table — detailed log of each action with lead number, responsible managers, and timestamps
• Filters — by date, event type, and user
• Side Panel — current status of all managers (online / paused / offline) with last activity time