The Capping condition caps the leads that you assign to a particular assignment block. It basically limits the number of leads that can be assigned to any sales team. For example, if you want to cap 100 leads for a sales team, no one would have more than 100 leads assigned by the particular block.
The Leveling Condition brings all the sales to parity before any new leads are assigned. For example, let us assume there are 3 sales reps in a team, the first sales rep has 10 leads, the second sales rep has 20 leads, and the third sales rep has 30 leads. If we check the leveling condition, leads will not be assigned to the sales rep who has 30 leads until the other two sales reps also have 30 leads each.
Creating a New Capping/Leveling Condition
1. Navigate to Lead Management > Lead Routing > Capping/Leveling Condition.
The Lead Management page will be displayed.
2. Right-click on Capping/Leveling Condition and click + New Capping/Leveling Condition.
The Add New Capping/Leveling Condition dialog will be displayed.
3. Enter a name and description for the capping/leveling condition in the corresponding fields.
4. Click Save.
The new capping/leveling condition will be created and Lead Attributes will be displayed on the right side.
After creating a new capping/leveling condition, the next step is to add the different Lead Attributes.
5. Drag the required lead attribute from the right side section and drop them into the ADD FIELDS section.
6. Select the required condition from the dropdown list.
The field to add values to the attribute will be displayed.
7. To add values to the attribute, click the + icon.
The Enter Multiple Values dialog will be displayed.
8. Click the values you want to add to the attribute from the Select From List and click Save.
The selected values will be added to the attribute.
9. Repeat steps 6 through 8 to add as many attributes and values.
10. Click Default Filter and select the filter that you want to apply to the capping/leveling condition. To use a custom filter, click the Custom Filter option and enter the filter criteria. For example, you can define the custom filters as 1 or 2 or 1 and 3. You can define custom filters for as many conditions as you want.
The new capping/leveling condition will be created.