Defining Lead Flow Logic

Do you require to assign leads inquiries coming from a specific source to flow to the sales team or call the center team? Then, this is the setting you need to configure.

For correct lead flow logic to configure, please identify your:

• "Channel"
• "Source"
• "Sub-source"

All of the above should be added in the correct order under Lead Flow logic to assign and distribute leads without error.

Flow Type - 

There are only 2 types of Lead flow:

• Agent App
• Call Centre

For Agent App, you will have to select team + its team member or multiple teams whom the leads will flow in the project.

For Call Centre, you will have to ensure call centre campaign IDs are added under Call Centre settings in the project.

Note: 

• You can Deactivate an individual lead flow logic defined against a team.

Steps To Define Lead Flow Logic In Mandate Settings- Video

Note:

Below is the Channel, Source, and Subsource definition - 

Channel: The medium, pipeline, or platform. These channels need to be set up/configure first in the system. 

Sample channels: sales agent app, CSV uploads, online and offline marketing platforms, or aggregation portals like Google, hoardings, 99acres.

Source: The origin, place, or thing which we can pinpoint for determining the lead source. 

Sample sources: google-search, google-ads, hoardings-mumbai, 99acres-classified-ads.

Sub Source: This value if used correctly will help the team to analyze lead sourcing in-depth. It could be a specific place, time period, or kind of code name to recollect this in the future. 

Sample sub-sources: google-search-property-in-delhi-keyword, google-ads-real-estate-expo, hoardings-delhi-cp-new year, 99acres-classified-ads-premium-july-2020.

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