How do I review lead routing reports? - Powered by Kayako Help Desk Software
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How do I review lead routing reports?
Posted by The Team at Mindmatrix on 13 April 2018 12:19 PM

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.

 

Admins, as well as users with lead routing enabled may review lead reports on any leads routed (which they have access to).

 

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 have lead routing enabled.

 

 

Source: How do I review lead routing reports?

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