RCDchannel Support Wiki

From the Lead list, individual Lead Detail page, or Lead Preview screen from a bulk import, you may select whether you wish to route a lead manually or automatically. A brief breakdown of each method is explained below.

You may route leads either internally, to another administrative user, or externally to partner locations.

An internal user may receive leads if they have the View Leads permission associated to their System Account. (need confirmation)

At a partner location, the lead will be routed to contacts who have the Lead Notification role associated to their Systems Account. (need confirmation)

There are 4 auto-routing methods that are pre-built for channelLEADS:

1. By Campaign
2. By Territory
3. By Proximity
4. By Interest/Proximity

When setting up a Campaign, an Admin can specify a partner location to be associated. Should the Campaign field of a lead match the Campaign name, a lead will be auto-routed to that specified partner location.

When setting up a Partner, an Admin can designate what Territory that partner belongs in. These territories can be assigned by Country, State/Province, US County, US Postal Code, or US Area Code. A lead will be sent when the partner territory matches the data of a lead. get more granular with tie breakers?

This type of routing is based on closest partner to the lead's address. is partner's closeness based on a Territory postal code Geoblock setup?

This type of routing is based upon closest partner location that has a location tag that matches the interest field of a lead. For example, if there are two partner locations that are the same distance away from a Copier lead, then the application will route the lead to the one that has Copier in their location tags.

• How are tie breakers handled?

• With a Proximity auto-route, do the zip codes have to match exactly? No, the algorithm uses a radius search with a 250 mile radius being the default. The default radius is install editable.

• Is there any default routing? Say, in the case that I manually enter a lead? Yes, in this specific case it is assigned to the inputting internal user unless you take action to route it elsewhere.