Re-Allocation via Rotation

Re-Allocation via Rotation

Summary

Introduced in the 23.9.1 sprint, the ability to re-allocate a lead to another user in a rotational queue is now available through automations. The most likely scenario for this to be used is outlined below

  1. New Lead Recieved and is allocated to a Sales Manager
  2. Sales Manager is with a client and is unable to check the lead notification within a specified time frame
  3. The Automation runs, detects that there has been no activity on the lead, and then will reallocate the lead to the rotational setting

Provisioning

STEP 1: For this to work it will require two settings to be updated. It will initially be tied in to the Lead Management settings for the original lead allocation rule. There is now a new option to that can be selected here "Enable Lead Rotation For Automation", this can be used for a Lead Management setting that allocates directly to a single manager and also as part of an existing rotational setting.



STEP 2:  Within an automation setting there is now a new option in the Actions section "Reallocate Lead Via Rotation", when this is selected there is a drop down box that will allow for any Lead Management rule that has the above Step 1 rotation allowed for automations to be selected




NOTE: Leads can be allocated to users that would not normally receive leads from the selected Lead Management setting

    • Related Articles

    • Lead Management - Auto Allocate by Rotation

      Function Overview When a new lead is captured electronically (via email or API if not specified as belonging to a particular user in the API integration) - Dealers can now set up a Lead Management setting that users a 'Manager Rotation' instead of ...

    • Lead Allocation - Rostered Days Off

      As of 20.8.1 it is now possible to set up 'Rostered Days Off' when using the automatic rotation with the 'Use Manager Rotation' setting enabled.  Rostered Days Off need to work in conjunction with the function allowing the automatic rotation of new ...

    • Role Management - Group Lead Allocation

      If a dealership is part of a group it is possible to activate the 'Group Lead Allocation' role in order to move leads from one AutoPlay account to another.  With the 'Group Lead Allocation' role you can add the user ID of a user in the destination ...

    • 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 ...

    • 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 ...