Lead Distribution / Lead Routing / Lead Assignment

LeadPro includes a flexible, configurable Lead Distribution Engine for automatic routing and distribution of Leads to sales team members. Leads can also be manually assigned.

Lead Distribution (also known as Lead Routing or Lead Assignment) is a critical step in the lead management process. The qualified leads should be passed on to the sales channel (call center agents, internal sales reps, field sales reps, and dealer or franchisees) at the earliest possible opportunity for follow-up.

LeadPro supports manual distribution process as well as automatic lead routing processes. Extensive Lead Routing Rule definition features are provided by LeadPro Lead Distribution Engine.

Some of the automatic routing parameters are:

  • Geography – Country, State, County, Zip Code, Partial Zip Code, etc.
  • Product or Business Area
  • Lead Source / Group
  • Lead Journal Type
  • Any other combination of Lead Properties
  • Round Robin

The leads can be assigned to the following sales entities. These sales entities can be defined by any of the geography factors mentioned above.

  • Sales Region (or Sales Representative or Call Center Agent)
  • Internal Sales Rep
  • Field Sales Area
  • Franchise / Dealer Territory
These entities can be mapped to any other sales organization structure depending on the business requirements.
 
For more details and take a look at the overview of these functions, please see Email Marketing and Lead Management Product Overview pages. Or request a Free Trial (no obligation, no commitment, no contract) and test drive the service to see how it fits your requirements.

Information Document
Please download a copy of LeadPro Lead Management information sheet in PDF format.
 
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