Allocating leads manually
Allocating leads manually in Vymo enables you to review a list of leads and assign them individually to a sales team member based on predefined criteria. This process ensures that each lead is assigned to a suitable team member, optimizing the chances of successful conversion. Here's a step-by-step guide to manual lead allocation:
You can allocate a lead to any team member who meets the allocation criteria. The availability of a team member is determined by the following in-built rules:
- Last online within X hours
- Conversion ratio for the previous month, which is the ratio of leads converted to open leads
- Backlog items that are in the open state, which is the total number of leads assigned to that person that are still unmet open state (where unmet means that no one met the lead even once)
- Calendar, which means that meeting conflicts are reckoned
Prerequisites
- Ensure that the Allocations dashboard is enabled.
- Have a list of salespeople available.
- Configure Data Importer settings to send records for manual upload. The Data Importer settings are set to Send it for manual upload (Self-serve> Module Settings > Data Import >General Settings > What should happen to the record when no user is mapped to it > Send it for manual upload
Steps
- Access the Vymo web application using your credentials.
- Click on "Leads" > "Allocations" in the navigation menu.
- Utilize the filtering options to narrow down the list of leads based on specific attributes. Hover over the information icon for quick insights into each lead.
- Click on the lead you wish to allocate. You'll be directed to the Select Agent page, displaying available team members suitable for allocation. Details such as conversion ratio, open leads, and distance from the lead are provided for each team member. Additionally, the map displays the lead's location.
- Select a suitable team member from the list. You'll be shown their calendar to check for availability.
- If necessary, schedule a meeting with the allocated team member directly from the platform.
- Once satisfied, click on the "Allocate" button to assign the lead to the selected team member.
Results
The lead is allocated to the team member. The person's calendar is blocked for the meeting duration, and an SMS notification sent. The person can choose to reschedule the meeting, or reassign the lead to someone else.
By following these steps, you can efficiently allocate leads manually within Vymo, ensuring that each lead is assigned to the most suitable team member for effective follow-up and conversion.