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Lead Management Software – Lead Distribution and Assignment

Blitz Lead Manager’s lead distribution and assignment software makes distributing leads and getting them assigned out an easy process. It’s critical to get leads assigned out and set for follow up so your team knows their tasks.

There are multiple ways to distribute and redistribute leads within the Blitz lead management software.  This includes leads being assigned as they come into the system or the option to distribute or redistribute leads that are already in the system.

Automatic – Lead Distribution

Round Robin: Leads are routed to sales people one-at-a-time based on the auto-assign groups that are setup for those leads coming in externally.  As the leads get assigned, they are added to the users schedule for follow-up.  If you have internet leads coming in from a web lead provider or you have a web form setup on your website, those leads will be tied to an auto-assign group.  Blitz Lead Manager will check who is within that group and who should get the next available lead.

Manual – Lead Distribution and Redistribution

When you are importing leads, have leads that need to be assigned out or leads that needs to be redistributed, Blitz has a number of options.

  • Percentages: This is where you can pick the users you want to distribute to and apply a percentage of those leads that will go to each user.
  • Manual Assignment: As leads are automatically added to the system, imported, or manually entered, they can be assigned or picked up by any user.
  • Neglected Leads: Leads that are neglected for a specific user can be redistributed to other users.  The leads are redistributed by user by percentage.
  • New Leads Over 7 Days Old: Leads that are still new and over a certain amount of days old (7 is the default) can be redistributed.  The leads are redistributed by user by percentage.
  • Abandoned Leads: Leads that are a certain amount of days old (7 is the default) and in a certain status can be redistributed.  The leads are redistributed by user by percentage.
  • All Leads: All leads can be redistributed by user by percentage based on the campaign selected.

There are a lot of different ways to distribute or redistribute leads within the Blitz lead management software.  If there are some other ways you are interested in getting your leads distributed, please contact us as there are custom options outside of what is listed.

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