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How do I create lead routing rules?
Posted by The Team at Mindmatrix on 12 April 2018 04:08 PM

How do I create lead routing rules?



Feature:

 

Admins with lead routing access under the Setup tab may create lead pools in the lead routing section.

 

These pools will allow the automatic assignment of leads which users may accept or reject.

 

WARNING:

 

In order to use this feature properly, any smart lists with competing rules need to be disabled. Otherwise, leads may be shared before they can be routed to the intended user.

 

Who will be using this?

 

Marketing managers and Channel Managers in particular; but any users who wish to route leads to other users.

 

Benefits:

 

Recipients of leads will receive a notification that a new lead has been received, and have the option to accept or reject the lead.

 

A report is available for both the admin and the recipient of leads, that will share details on shared lead sources, shared lead accounts, and an overview of all leads shared between the user and admin.

 

How to create a lead routing pool

 

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