Advanced Lead Distribution
Advanced Lead distribution
By Gabriel1 author9 articles
- State Calling HoursCalling Hours broken down by U.S. State.
- How to Configure "Pull" Lead DistributionPull or Shark tank allows users to "Pull" leads as they are available, improving speed to lead, and ensuring leads are called
- Introduction to Distribution Lead RoutingIntroduction to basic lead distribution concepts. This article covers the pros and cons of each strategy type and why you should use them.
- Pull Priorities - Pull Count and Date AddedYou can control the order in which leads are pulled by your sales team based on the pull count and the date leads were added
- How to Configure a "Pull from List" DistributionConfigure specific branch sources for lead distribution from a list using Priority, Round Robin, or Penetration logic to control how leads are pulled across your organization.
- How to Configure "Push" Lead RoutingWith "Push" you can route leads via round robin to users and salespeople with preset criteria
- Pull Distribution - Shift HoursUse Shift Hours to determine when Distribution Strategies are available for use by your sales team.
- Lead Distribution Administration - Holiday HoursSetup Holiday Hours and ensure your team is compliant with state calling hour restrictions
- Configure User 'State' CriteriaThe State Criteria is an ideal way to ensure your sales team can only work leads in specific U.S. States. Great for RingResponse and Pull-Based Distribution