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How to set up lead routing rules

In this how-to guide, you'll learn how to set up lead routing rules by following a series of straightforward steps that cover everything from automatic assignment to labeling hot…

victoriaworkflowsvictoriaworkflows
·21 Schritte·59 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn how to set up lead routing rules by following a series of straightforward steps that cover everything from automatic assignment to labeling hot leads for specific users. This efficient process will help streamline your lead management and ensure that the right leads are assigned to the right team members.

Step-by-step Guide21 Schritte

  1. Click More

    Click More
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  2. Click Automatic assignment

    Click Automatic assignment
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  3. Click Rule

    Click Rule
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  4. Click Lead

    Click Lead
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  5. Click Lead added

    Click Lead added
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  6. Click Next

    Click Next
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  7. Click on "Click here."

    Click on "Click here."
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  8. Click Label

    Click Label
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  9. Click Operator

    Click Operator
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  10. Click is

    Click is
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  11. Click open menu

    Click open menu
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  12. Click Hot lead

    Click Hot lead
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click User

    Click User
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  15. Click open menu

    Click open menu
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  16. Click Victoria A

    Click Victoria A
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  17. Click Next

    Click Next
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  18. Click on "Click here."

    Click on "Click here."
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  19. Type "Hot Leads" in Rule name

  20. Click on "Click here."

    Click on "Click here."
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  21. Click Save

    Click Save
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