Lead Eligibility
The Lead Eligibility page allows Sales Managers and Admins to set and edit the distribution of leads to individual Sales Reps. The information displayed shows the criteria to assign or rotate leads to a Sales Rep.
Lead Eligibility Page
Lead Eligibility can be searched by Sales Rep name. A dropdown allows you to sort entries by first name (A-Z or Z-A) or last name (A-Z or Z-A). Another dropdown allows you to filter by License status (All or Licensed or Unlicensed). The final dropdown can be used to filter by Role.
The Lead Eligibility table displays a list of Sales Reps in the first column and the number of Current Leads in the second column. Sales Managers and Admins can view and input values in the following columns/categories:
- Distribution Eligible (checkbox to allow the distribution of leads to a specific rep)
- Max Leads (input to designate a maximum number of leads to be distributed to a specific rep)
- Client Types (includes multi-select dropdown)
- Specialties (includes multi-select dropdown)
- States (includes multi-select dropdown)
To save the Lead Eligibility, enter the desired information into the input fields, and select the Save button in the upper right-hand corner of the display area.
Main Page -- Settings
Updated about 1 month ago