A customizable Lead distribution with the ability to set Criteria (rules) for Users to Pull Leads from a Pull Screen.

Pull Distribution will optimize the volume of Leads a User can contact efficiently, making it possible to add appointments, notes and disposition the Lead to mark the accurate placement of the Lead in the Sales Workflow. With Pull Distribution, create multiple specific Criteria, allowing division of certain Leads to Users, thus optimizing contact on Leads. Work Leads from a Pull screen dedicated to Click Call Close; Click the Lead, Call the Lead and Close the Lead!

Pull Distribution Strategy

  • Navigate to More > Settings > Setup Lead Distribution

Setup Lead Distribution

  • Choose the Record Type you’re creating the distribution for.
  • Under Pull, select Add Strategy and enter a Distribution Name
  • Select Create.

Add Strategy

Note: When updating your Distribution Strategies, make sure to frequently select Save.

Distribution Settings


Within a distribution strategy, you can choose where to distribute leads from, matching criteria, your state calling hours as well as recipients. 

Pull Distribution Type

  • Pull from Specific Account: Pull Leads assigned to a Branch or Corporate Level
  • Pull from Parent: Dictates that a user pulls leads assigned to the branch they are a child to. This is specifically related to your user hierarchy within the Manage Users screen.  
  • Unworked Leads Queue: Ability to pull leads from Corporate, a Branch or even a user if the lead has been unworked after a specified period of time. This time period is specified within the Max Allowed Assignment Time within individual statuses within your workflow. 

Priorities

Lead Priorities dictate how leads are contacted based on date added and number of pull counts. 

  • By default (below), the priority is ordered by lowest pull count first by date added. This is basically first in, first out priority (FIFO). 
  • You can adjust the priority by using the drag handles. 

First In First Out Priority

Criteria

There are 3 pieces of Criteria you are defaulted on every newly added Pull DistributionStrategy. 

  • DoNotPhone Equals ‘False’: This protects your account from calling leads which have been marked as Do Not Phone. This helps protect your account from calling leads marked DNC.
  • MaxAge Less than '10' – This dictates that maximum number of days a lead has aged to be eligible for pull. Example: As a User, I only want to talk to leads that have been added within 10 days.
  • System Status In 'New Lead, Waiting and Contacted': Three System Status are used for Pull as default (though can be changed). This allows you to pull all leads within a system status of New Lead, Waiting and Contacted. Your system status is set on your Statuses within your Workflow. 
  • Optional Criteria: Operation Criteria can be added by selecting the + Add button

Criteria


State Hours

Specify the calling hours for each state. The timezone conversion is done automatically to each user's account timezone to insure your sales team remains compliant with your organization's calling hours. Leads which fall outside of State Calling Hours are automatically filtered out of your distribution.

  • Click Add to create State Calling Hours. Once complete click SaveCopy tool to allow copy from one distribution to another

Note: The state calling hours is calculated by the system field of State. This is specified by in your lead field. 

State Hours

Recipients 

  • Recipients are those users which are allowed to pull leads from your specified Pull Distribution strategy. Select Add to add recipients. 
  • Use Daily Max if you want to limit the number of leads a recipient can pull by Distribution Strategy. 

Recipients

Queuing a Distribution Build

Note: It is advisable you only rebuild distributions one at a time to minimize impact to your sales team. 

  • Purge and Rebuild Queue – Selecting this option will clear the queue of Leads, rebuild the queue with Leads and restrict leads for Pull during this process. Once the Leads have been cleared and new Leads are added to the queue, you can Pull; however, the amount of Leads available for Pull while rebuilding can be minimal, especially dependent on the number of Leads.
  • Rebuild Queue – Selecting this option will rebuild the queue and allow Leads for Pull during the Rebuild based on the previous saved criteria. For example, you can pull leads using existing criteria off the top while the queue rebuilds with the new criteria from the bottom of the stack.

Rebuild Queue Buttons

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