Advanced Lead distribution
By Gabriel and 1 other2 authors9 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" Distribution
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' CriteriaPerfect for making sure your sales team can only work leads in U.S. States. Great for RingResponse and Pull Based Distribution