How Can I Manage Lead Distribution Effectively in DriveCentric?
Managing lead distribution in DriveCentric involves configuring priorities, filters, and distributions to ensure leads are routed to the appropriate users or teams. This guide provides a comprehensive overview of the steps and settings required to optimize lead management.
Introduction to Lead Distribution in DriveCentric
DriveCentric allows users to manage leads efficiently by setting up distribution rules, assigning leads based on specific criteria, and configuring permissions. Proper setup ensures that leads are routed to the right individuals or teams, improving response times and customer engagement.
Setting Up Lead Distributions
Creating and Configuring Distributions
Create a New Distribution Priority: - Navigate to the Lead Distribution settings. - Create a new Distribution and assign it a name. - Select Add Rule to add a Priority. - Use filters to specify criteria such as lead source (e.g., %TrueCar% for variations of TrueCar leads).
Assign Users to the Distribution: - Add the intended users to the Priority. - Priorities with specific filters need to be placed at the top of the list to route matching leads first.
Routing Internet Leads: - Create a distribution for specific users and select a routing method as the Distribution Type (e.g., Round Robin, Up For Grabs). - Once the Distribution is set up, navigate to the Business Rules > Internet section and link the distribution to Assign business rule under the Users tab.
Day-Based Assignments: - Edit or create distributions to include team members and configure day-based assignments. - Use Store Settings > Distributions to manage these configurations.
Prioritizing Lead Distributions
Ensure specific lead source distributions are placed above general distributions in the priority list. This ensures that specific rules are evaluated first.
Managing Lead Sources and Filters
Filtering Leads by Source
Use source descriptions in filters to target specific leads (e.g., %CarGurus%).
Leave the source field blank for general distributions.
Excluding Sources
Add sources to the exclusion list in Business Rules to prevent them from triggering specific rules.
Routing Leads from Specific Sources
Overrides can be set up, tied to source attributes and assigned to specific distributions. Reach out to your Customer Success Team for assistance with creating a lead override tied to specific source attributes and distributions.
Assigning Leads to Users and Teams
Automatic Lead Assignment
Navigate to Store Settings > Business Rules to configure lead assignment rules.
Exclusive Assignments
Create separate distributions for specific cases, such as internet leads or particular makes/models (e.g., Lincoln). Place these distributions at the top of the list.
Preventing Assignments
Exclude specific sources in Campaign Business Rules to prevent assignments to certain users, such as BDC reps.
Configuring Permissions for Lead Management
Grant the "Change Sales" permission to users who need to manage and distribute leads.
Troubleshooting and Verifying Lead Distribution
To verify how a lead was distributed, open the customer card, click Logs, and review the lead distribution log entry.
Advanced Settings and Customizations
Enabling AI for Specific Lead Sources
Ensure the lead source is not listed in the "Exclude source description" settings.
Routing Leads via XML
Lead providers can route leads to specific users by including identifiers (e.g., user email or DMS ID) in the lead XML. Reach out to your Customer Success Team for assistance with enabling routing via XML.
Conclusion
By following these guidelines, you can effectively manage lead distribution in DriveCentric, ensuring that leads are routed to the appropriate users or teams based on your business needs. Proper configuration of distributions, filters, and permissions will optimize your lead management process.