Creating Contact Router

The Contact Router section allows you to create and manage contact routers.

Any contact that has to be routed, will be routed based on a Salesforce field. For a contact to be routed, you have to create a build in Salesforce and set the value of that particular field to True. You can then create the contact router, in LeadAngel, and select the field that you set to True in Salesforce, in the details of the contact router. 

Similar to account routers, Contact Router is also a single pass. If a contact passes through the contact router the boolean value will be set to False for the field that you had selected under details. Any contact can pass through the contact router only once. However, if you want to re-push the same contact through the contact router, then you have to set the field value to True on Salesforce through a trigger or manually. You can have multiple contact routers and can activate multiple routers simultaneously.

To create the contact router follow the steps below:

1. Log in to LeadAngel.

The LeadAngel Home page will be displayed.

2. Click Contact Router.

The Contact Router page will be displayed.

3. Right-click Contact  Router and then click + New Contact Router.

The Add New Contact  Router dialog will be displayed.

4. Enter the name of the contact router and description in the corresponding fields and click Save.  

The new contact router will be created.

After a new contact router is created, the next step is to add assignment blocks. 

5. Drag the Add Assignment Block from the right side section and drop it into the ADD FIELDS section. 

The next step is to add contact routing territories into the assignment block.

6. Drag the required contact routing territory from the right side section and drop it into the Routing Territory section of the newly added assignment block.

Note: You can add a maximum of 10 routing territories into an assignment block. The same routing territory can not be dropped multiple times in any assignment block.

After adding the routing territory the next step is to select the assignment option for the contacts.

7. Select the option based on which you want to assign the contacts from the Assignment dropdown list. The available options are:

  • Assign to Account Owner – Leads will be assigned to the matched account’s owner. If a lead in the selected territory does not have a matching account, then this rule is not applied. 
  • Assign to Opportunity Owner – Leads will be assigned to the most recent opportunity’s owner of the matched account. The opportunity status could be open or closed. If a lead in the selected territory does not have a matching account, or does not have any opportunity, then this rule is not applied. 

Tip: For Assign to Opportunity Owner, ensure that lead is matched to an account and the account record has a related opportunity.

  • Assign to Sales Rep – Leads are assigned to selected active Sales Rep. Select the sales rep from the dropdown list.
  • Assign to Sales Rep Lookup (Account) – Contacts are assigned based on the “Sales Rep Lookup” field on the matched account. The Sales Rep Lookup field must be 18 character sales rep SFDC ID. Contacts without matching accounts, or without the valid sales rep ID will not be assigned using this assignment block. Select the field on the matched account from the dropdown list.

Tip: For Assign to SaleRep Lookup (Account), ensure that the lead is matched to an account and the account record has a lookup field to store the sales rep 18 digit id. This is generally useful when routing leads to “Customer Success Manager” on the account instead of the account owner.

  • Assign to Sales Team – Leads are assigned to the members of the Sales team using Round Robin algorithm. During the subsequent run, the round robin assignment starts from the point it was left during the previous run. Select the sales team from the dropdown list.
  • Assign to Weighted Sales Team – Leads are assigned to the member of Weighted Sales Team. Members of the Weighted Sales Team are assigned leads based on the law of probability by generating random numbers based on weightage. Select the weighted sales team from the dropdown list.
  • Do Not Assign – Leads are not assigned to any sales person, and are skipped the entire routing flow. These leads will remain in “Vyakar Queue” and will be re-processed during the next run.

8. The next step is to select the More Option. Click More Option.

The More Option section will be displayed.

The list of More Option displayed depends on the Assignment option you have selected.

9. Select the options from the More Option list. The following options are available in More Option the section:

Note: You can select any one of the options between Prefer historical sales person to account affinity while assigning and Assign to Sales Rep/Owner’s Mapped ISR

10. Drag the Contact Attribute (from the right-side panel), and drop it into the Data Value Update field and select the value for the attribute from the dropdown list.

11. Right-click on the newly created contact router and click Approve

The new contact router will be created and approved.