Note: this functionality is only available to corporate account administrators.
Lead management rules allow you to automatically re-route leads to a queue if no action is taken on lead within a certain amount of time.
If management provides specific leads to loan officers in the field, management most likely will want to make sure these leads are being worked on in a timely manner. Management can create lead management rules to make sure leads are being worked on in a timely manner.
For example, if the lead source is ‘Website Application’ and the status is still ‘New’ and 24 hours have elapsed, take the lead away from the user the lead is currently assigned to and route the lead to a queue so another user grab the lead to work it.
To create a lead management rule:
- Click the 'Admin' menu
- Click the 'Lead Management Rules' tab
- Click the 'Add New Rule' button in the sidebar
- Fill in the rule information
- Click the 'Save' button