Creating a pool of unassigned leads for sales reps

I had a call from a customer wanting to know how to create a pool of unassigned leads in LeadMaster so the sales team could ‘go fishing’.

This is easy to setup in LeadMaster.  There are several ways this could be accomplished.  Here’s one way.

1)  Go to the search engine and create a saved search for unassigned leads.

1 - Create a search for unassigned leads

1 – Create a search for unassigned leads

2) Save the search as a public search and turn security off.  The reason for turning security off is this allows reps to see unassigned leads.  Remember, reps only see the leads they are assigned.

2 - Create Saved Search - public-no security

2 – Create Saved Search – public-no security

3)  Create a homepage dashboard for all of your reps or select only the reps that you want to ‘go fishing’.

3 - Create a home page dashboard

3 – Create a home page dashboard

4)  The next time they log in they’ll have a new chart on their home page.  This is a chart of all the unassigned leads.  To see the leads all they have to do is click on the chart.  The chart could contain a variety of categories, for example Lead Status, where the chart shows unassigned hot, warm and cold leads.

4 - Users will have chart that links to unassigned leads

4 – Users will have chart that links to unassigned leads

5)  Now you need a way for the rep to assign the lead to themselves if they want to keep it.  I’ve selected a call stat / click action but there are other options if you’re already using all your click actions.

5 - setup easy way to claim lead

5 – setup easy way to claim lead

6)  The last step is to program the click action in workflow automation.  It’s only a few clicks (no typing) and you’re finished.  Here’s what it should look like.

6 - Automation to claim lead

6 – Automation to claim lead

 

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Explore posts in the same categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions

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4 Comments on “Creating a pool of unassigned leads for sales reps”

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