The group that a prospect arrives at when they are initially registered is call their Arrival Group.
For prospects created via integrations with leads channels, the various distribution strategies configured by each channel will determine what that Arrival Group will be.
For prospects uploaded manually through Sirena, the group of the user who uploaded them will become their Arrival Group.
All prospects are assigned to a group.
- When the prospect is created, the Assigned Group is the Arrival Group (see above)
- When a salesperson takes on a prospect, the prospect is assigned to the salesperson's group
- When a prospect is transferred, they are reassigned to the group of the salesperson receiving them
When we talk about a prospect's zone, we mean the zone that their Assigned Group is part of. For more information, see Border Groups and Zones.