How do I create lead routing rules?
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. Recipients of leads will receive a notification that a new lead has been received, and have the option to accept or reject the lead.
This feature is intended for Marketing Managers and Channel Managers, but any Users who wish to route leads to other Users can also make use of this feature.
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. Learn more about reporting here: How do I review lead routing reports?
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.
Steps on how to accomplish these prerequisites are detailed under this list for further help
- A Smart List or Recipient List to associate with a lead pool. (This is where all leads
will be organized).
- Removal of any competing Smart Lists that may share leads you intend to route
- (Optional) If you are routing leads to entire organizations of users and the organization
serves multiple zip codes or territories, a populated “Areas Served” field at the
- (Optional) If you are routing leads to individual users, an existing value in a user profile field
that would determine they should receive a lead
Detailed Steps on Prerequisites
1. How do I update the Areas Served field in Organizations to route leads?
- In the Setup > User Management > Organizations section, select the organization that will
be a part of your lead routing pool.
- Under the Views option, click on Info
- Click Preferences and then add in zip codes. When finished, hit Save.
- Now that the organization is updated, you can create a rule that will search the
organization for these zip codes to assign leads.
How does this work?
1. We can search by the beginning of each zip code (the first 3 characters) → Use the
“Starts with” option when creating your lead routing rule.
2. We can search by each individual zip code (each zip code is separated by a
required comma). → Use the “Contains” option when creating your lead routing
2. How do I use the User profile fields used to route leads?
- These are the User Profile Fields you can use to route leads:
- Address 2
- Address 3
- Zip Code
How does this work?
1. We can search by the beginning of each field (the first 3 characters) → Use the
“Starts with” option when creating your lead routing rule
2. We can search by each field value (each zip code is separated by a required
comma). → Use the “Contains” or “Equal to” option when creating your lead
3. The value in the User’s field used in a rule will be compared to a value you select
from the lead.
Turning on User Notifications for Leads
In this section, you can configure notifications for Users. Users will receive these in their Notifications section of the software or in their inbox if tthey have email enabled for their notifications.
1. Configure the subject line, custom message and fields you want users to see when they review the lead details in their email inbox/notification pane. Click Finish.
2. Once your lead pool is created, you can see User/Orgs assigned to the pool, any assigned leads, unassigned leads. Click the rule again to edit it/make changes.
1. Create a lead routing pool
2. Go to Setup > Admin > Lead Routing
Click the Create button
3. Select how your pool will be created. Click Go
Once selected, this cannot be changed. You will need to create a new pool if you wish to change the method of how the leads are distributed.
Creating a pool based on Organizations - Select this option if you are going to route a lead on a round-robin basis to users within
an organization. This is recommended if you have multiple sales users within an
Organization who may accept the lead
4. Enter a name/description for your rule and click Next
5. Click All to view organizations you may assign.
6. Click assign next to any org that should receive leads based on this rule. Click Next.
7. Create your routing rule conditions. Click Next when you are finished with your rules
Multiple fields are available. You may choose to use the areas served field.
8. Now, add your list of leads that will be routed. Click add from list.
- You can select one list, or multiple lists.
Click Submit when done selecting.
9. Your contacts will be added to the pool in the background. Click Next.
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