Lead Devide Configuration

1. Lead Devide Configuration

At the lead management interface, click on "Lead Devide Configuration" -> Lead Devide Configuration Form hiển Displayed

1.1 Do not split Leads

If the configuration does not distribute leads, all telesales can see the lead.

1.2 Receive Lead

(1) Maximum number of leads to receive: The number of leads users claim from the lead list.

(2) Conditions for being able to receive Lead: That is the limit that users can receive leads.

• Has done any task: When a telesale receives a lead and processes it by selecting any result for that lead, the telesale will receive an additional new lead.

• Has closed order or fail: After receiving a lead, the telesales agent processes it and only if the lead is marked with a result corresponding to either a Successful or Failed status does the agent receive an additional new lead.

(3) Automatic recall after (Minutes): If after receiving the lead..... minutes, the user does not perform the task, the lead will be automatically reclaimed.

(4) Only assign Leads from: Users will only receive leads from the set time onwards.

Note: If section (4) is not filled in, the system will by default only distribute leads from the last 3 days; leads older than 3 days will no longer be distributed.

1.3 ON tự động chia lead

(1)Time for receiving lead : Users will choose the time to assign leads to employees.

(2) Staff: The person will be assigned to those leads.

Note: Any hours not selected, leads will not be assigned to any employee.

(3) To add a setting, press (+)

1.4 ON ưu tiên chia lead

(1) Priority Type: Choose priority campaign.

(2) Value: The value corresponding to the priority campaign.

(3) Time: Users choose the lead distribution time (there are 2 default types: By hour and by day).

(4) Value: Select the value corresponding to the lead time division.

(5) Priority for: Users select preferred staff to receive leads (There are two default types: By employee and by department).

(6) Value: Select the corresponding value for the priority value.

After setting up the lead distribution configuration, please click "Save" to store the configuration.

So after the setup, where will the leads flow to? At this point, you should switch to Telesales to experience it..

***Note: According to the priority title rather than the default setting, when campaign A is prioritized for employee A, it does not necessarily mean that employee A will always receive all the leads from campaign A. In cases where team members during a shift have no leads to work on, but employee A has already received a sufficient number of leads to handle, and there are still many unassigned leads in campaign A, then the team members on shift can also take on leads from campaign A to process.