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.

1. 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.

1. Click on the Down Arrow

• Once the filter is applied, click on the down arrow to access additional actions.

1. 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.

1. Open the "Save List of Leads" Window

• Click on the "Save List" button from the lead management interface.

1. Select "Create New List" Tab

• Ensure the "Create New List" option is selected instead of "Merge with Existing List."

1. 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."

1. Set Visibility

• The "Visible To" field will show the default user assigned to manage the list.

1. 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.

1. 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.

1. 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.