Advanced Lead Distribution and Routing
Learn how to configure advanced lead routing, assignment rules, and Push and Pull distribution strategies in SalesExec.
By Gabriel1 author9 articles
- Introduction to Lead RoutingCompare Push and Pull distribution to choose how leads reach your sales team and keep follow-up moving.
- How to Configure "Pull" Lead DistributionPull or Shark tank allows users to "Pull" leads as they are available, improving speed to lead, and ensuring leads are called
- Configure Pull Priorities: Pull Count and Date AddedControl which eligible leads your team pulls first by prioritizing how often they have been pulled and when they were added.
- How to Configure a "Pull from List" DistributionConfigure specific branch sources for lead distribution from a list using Priority, Round Robin, or Penetration logic to control how leads are pulled across your organization.
- Configure Pull Distribution: Shift HoursUse Shift Hours to determine when Distribution Strategies are available for use by your sales team.
- How to Configure "Push" Lead RoutingWith "Push" you can route leads via round robin to users and salespeople with preset criteria
- Configure User 'State' CriteriaThe State Criteria is an ideal way to ensure your sales team can only work leads in specific U.S. States. Great for RingResponse and Pull-Based Distribution
- Lead Distribution Administration - Holiday HoursSetup Holiday Hours and ensure your team is compliant with state calling hour restrictions
- State Calling HoursSet calling windows by U.S. state to help your team follow applicable telemarketing time restrictions.