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