Here, you can change your contact information, auto responder email, signature, and round robin status. Round robin status should be changed if an user is going on vacation (set to Not Available), or moving to another area and would like the geographic round robin lead assignment method to assign him leads in the new area.
This is just a set of checkboxes representing each event that can generate a notification. If you'd like to be notified by email each time a given event occurs, tick the corresponding checkbox. After you're done ticking and un-ticking checkboxes, the box should change into a green box. This means that your changes have been saved.
A lead comes into the system unassigned. If the lead assignment method is anything but manual, the lead is automatically assigned to an user (exactly how this is done depends on the method in use, details below). Then, the lead is considered new until the user changes it in some way, for example by adding an activity or scheduling a followup. If a lead stays new for a period of time defined in the Hours Until Idle field under the Lead Assignment subtab of the Settings tab, it will automatically be reassigned. Both the user who lost the lead and the user who gained the lead will be notified.
The admin can configure this in the Settings tab, Lead Assignment subtab.
Users whose Round Robin Status is set to Not Available are skipped by the four round robin methods.
There are three different sources from which leads will get added to the Lead Manager, each of them have a separate Round Robin.
Current third party lead sources:
The lead routing process requires different inputs for each source and can be set up within the Lead Manager under Settings > Lead Assignment > Third Party Sources.
Customize has replaced the Miscellaneous page and this is where Additional Sources, Statuses, Urgencies and Tags can be managed. To manage these customizable attributes in the Lead Manager, simply go to Customize under the Settings tab. Navigating this page via the sidebar on the left allows switching between each customizable attribute. Each attribute table here defaults to only showing the company's custom attribute (source, status, etc), but switching between Custom, System and All can easily be done by using the radio buttons on the top-right of the attribute table.
Create a New Source, Status, etc by clicking the New button in the grey box to the far right, then type in a name and click Add button.
Edit an existing attribute, by clicking the Edit button in the corresponding row of that attribute. The form to edit this attribute will appear in the grey box to the far right.
After creating or editing a(n) Source, Status or Urgency it will now be available when creating or updating a lead exactly the same way that system attributes have always been in the Lead manager
Delete an existing attribute by using the Delete button in the corresponding row of that attribute. Sources, Statuses and Urgencies cannot be deleted if they are currently being used by one or more leads. Merging this attribute into another is the best way to remove unwanted values that are already in use.
Merging custom attributes can be accomplished by checking the check box to the left of each attributes' name and clicking the (now enabled) Merge button in the grey box to the right. A prompt will appear asking which attribute the others should be merged into. Select Other and fill in a new name if desired.
Upon successful merging, all leads associated with now removed Source, Status, etc will now belong to the attribute that was merged into.
Example: Merging status Lost with 3 leads and Missing with 1 lead into Disappeared with 4 leads will result with Lost and Missing being removed and Disappeared having 8 Leads.
Bulk Deleting custom attributes can be accomplished by checking the check box to the left of each attributes' name and clicking the (now enabled) Delete button in the grey box to the right. A prompt will appear to verify the action about to be taken, much like bulk deleting leads on Leads List page.
System Statuses, Urgencies and Types can be disabled for the company and will prevent these value being available for the creating leads manually in the Lead Manager.
There are a few of these values that cannot be disabled due to the Lead Manager requiring them for such things as Round Robin, determining whether an incoming lead is a Potential Seller Lead, etc. A brief list of these include: