Automation - 'Reallocate To Manager' Action
If a lead meets the conditions set up in this automation record (i.e yards, users, source etc) once if hits the trigger it will automatically reallocate the lead to a new user (who will receive a new lead allocation notification). With this setting it's now possible to remove leads from users who are not doing anything with them, and reassign to make sure your customers are getting the required level of service. Actions are not available on every Automation trigger, with the following triggers allowing for the 'Reallocate Lead' action.
- Lead Inactive
- Lead Not Updated
- Lead Overdue
- Lead Stalled
- Lead Progress Not Updated
As you can see from the types of triggers it is available for, the 'Reallocate Lead' function should only be used to reallocate only the leads that are getting severely neglected by the sales team. When setting up the Automation record you need to select the 'Reallocate Lead' action, set the timeframe after the trigger hits that you want it to reallocate (i.e 1 hour after the lead becomes Stalled) and the user you want to reallocate the lead to. Leads can only be reallocated to one user and they can be a manager, or non-manager.
As there could be multiple managers in the Manage Leads role it is required for you to specify the recipient of the reallocated leads. The best approach to setting up this automation setting is to add Yard and User groupings to the Automation filters, and select the manager who looks after that yard/user grouping.
Overview - Automation
The 'Automation' Settings screen will allow Dealers to setup actions, for example an Email Response that are triggered by certain events such as closing a lead as won or lost. Dealers can set the Timeframe the action is taken and the Standard ...
Automation - Trigger Filters
It possible to set up Trigger Filters to further narrow down the leads you want to include in your Automation Trigger. There are numerous 'Types' available to further narrow down the selection of leads that would trigger your Automation including; ...
Automation - Actions
For all Automation Triggers there is the ability to complete specified actions instead of sending emails, SMS or in-app notifications; Close Lead As Lost - Will automatically close the lead as lost - can select a Close Reason to be applied here. ...
Automation - Communications
The Communications section can be used to set up either an automated Internal communication to staff or External communication to customers. The 'Type' of comms available to set up are; Email Notification - Internal email notification to other ...
Exclude Individual Leads From Automation Activity
We've now added a manual check box to 'Exclude From Automation' on the View Lead screen. Checking this box on an individual lead will stop any automation activity that would normally trigger on the lead for the duration it is ticked. When unticked ...