Allocations overview

Lead Allocation Strategies in Vymo

Lead allocation is a crucial step in connecting potential customers (leads) with the most appropriate salesperson (user or agent). This process does not guarantee closing a deal but aims to create the best possible match.

Important

Lead allocation is about creating potential matches and does not ensure deal closure.

Methods of Lead Allocation

Leads can be allocated in two primary ways:

Manual Allocation

Description: This involves reviewing a list of unassigned leads and assigning them individually to members of the sales team.
Process: Salespeople can be filtered and sorted according to specific rules to facilitate allocation.
Further Reading: Allocating leads manually.

Automatic Allocation

Automatic allocation involves setting rules that automatically assign leads to salespeople based on defined criteria. This method includes:

Lead-by-Lead Allocation:
Description: Leads are allocated one at a time in a round-robin fashion based on specific AND-OR criteria.
Fallback: Unallocated leads after rule evaluation are sent to the manual allocation pipeline.
Further Reading: Setting up lead-by-lead automatic allocation.
Customized Allocation:
Description: Rules are tailored for specific business scenarios, considering prioritization criteria to match leads with salespeople.
Evaluation: This method assesses all unallocated leads and available salespeople simultaneously to find the optimal match.
Further Reading: Customized allocations.

By default, all leads enter the manual allocation pipeline unless automatic allocation is set as the primary method. If automatic allocation is enabled, leads that remain unallocated after the process are redirected to the manual allocation pipeline.