New Feature – Claiming Leads

LeadMaster is rolling out another new feature – Claiming Leads.

Customers told us that sometimes they’ll load a bunch of leads into the system without assigning them to reps.  In this case our customers want their reps to be able to review the leads and ‘claim’ the ones they want by having a button that will assign the lead to the account manager or partner rep who is logged in and looking at the lead.  That sounded like a good idea to us so here it is.

New Action Available - Assign Record to Account Manager or Partner Rep

New Action Available – Assign Record to Account Manager or Partner Rep

Here’s how it works.  Using Automation and Workflow management we have this new action – Assign Record Action.  You can now configure the action to assign the record to the logged in user as the account manager and/or partner rep.

Point & Click Workflow Automation Programming to Assign Records

Point & Click Workflow Automation Programming to Assign Records

By linking this workflow action to one of the call stats buttons (e.g. call stats are all definable – here I’ve defined it as ‘Claim this Account’ in the lower left hand corner) an account manager or partner rep can click on the ‘Claim this Account’ call stat button and the lead they are currently viewing will be assigned to them.

LeadMaster Call Click Actions - Multiple=

There are many uses for this.  For example, using our LeadXtreme solution, visitors to your website can be added to the LeadMaster Lead Management system.  Whenever reps want they can review the LeadXtreme leads to see if they’d like to add a website visitor to their list of leads.

What happens if someone who isn’t an account manager or partner rep clicks on the ‘Claim this Lead’ call stat?  No problem, the lead will not be assigned.

What happens if the action is executed as a result of a lead coming in from the web through a landing page or web form.  No problem, the lead will not be assigned.

Let us know what you think.

 

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One Comment on “New Feature – Claiming Leads”


  1. […] way until you change it, even between logons.Here are some additional features you may want to use.Claiming LeadsMultiple Round Robin QueuesConsolidated MenusLeadMaster Search Engine – Contains, Begins […]


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