Creating New Lead Router

To create a Lead Router follow the steps below:

1. Log in to LeadAngel.

The LeadAngel Home page will be displayed.

2. Click Lead Management.

The Lead Management page will be displayed.

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

The Add New lead Router dialog will be displayed.

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

Note: The name of the lead router should be unique.

The new lead router will be created.

After creating a new lead router, the next step is to add assignment blocks. 

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

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

6. Drag the required lead routing territory from the right side section and drop them in 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 leads.

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

  • 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 Queue – Leads are assigned to the selected queue. Select the queue from the dropdown list.
  • Assign to Sales Rep – Leads are assigned to selected Sales Rep. Select the sales rep from the dropdown list.
  • Assign to Sales Rep Lookup (Account) – Leads 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. Leads 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 Lead 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 lead router and click Approve

The new lead router will be created and approved.