Steps to Refer Leads in Round Robin Manner
Refer Leads in Round Robin Manner
Refer Leads in Round Robin Manner
This guide provides step-by-step instructions on how to refer a lead using the system. You can either refer a single lead or multiple leads at once.
Login to the System
Access your account and navigate to the filter section.
Navigate to the leads section and click on the filter option to refine the list of leads based on your criteria.
Click on the Down Arrow
Once the filter is applied, click on the down arrow to access additional actions.
Click on Save List
Select the 'Save List' option to store the filtered leads for assignment.
Purpose of Creating a New List
The purpose of creating a new list is to efficiently manage and refer leads to counselors in a structured manner. This feature helps in distributing leads in a round-robin manner to ensure fair allocation and systematic follow-ups.
Open the "Save List of Leads" Window
Click on the "Save List" button from the lead management interface.
Select "Create New List" Tab
Ensure the "Create New List" option is selected instead of "Merge with Existing List."
Enter a List Name
In the "List name" field, enter a meaningful name that represents the leads being referred.
Example: "New Admissions Leads" or "Course Inquiry Leads."
Set Visibility
The "Visible To" field will show the default user assigned to manage the list.
Define Lead Range
Specify the lead range to be included in this list.
Example: If there are 4 leads, auto enters "1" as the start and "4" as the end.
Select "Referred To" Counselors
Click on the "Select Referred To" dropdown and choose the counselors to whom the leads should be assigned.
Leads will be distributed among the selected counselors in a round-robin fashion.
Save the List
Click on the "Save List" button to finalize the process.
The leads will now be assigned to the selected counselors accordingly.
Why We Use This Feature
Fair Allocation: Ensures an equal distribution of leads among counselors.
Efficient Lead Management: Helps in organizing and distributing leads systematically.
Tracking & Visibility: Allows tracking of assigned leads for better follow-ups.
Time-Saving: Reduces manual assignment efforts and automates the process.
By following these steps, users can effectively manage and assign leads, improving productivity and ensuring a smooth workflow for counselors handling student inquiries.
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