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The Hopper is equivalent to a "shark tank". It's a repository for leads that could not be distributed. The Hopper is an excellent source of new leads for "hungry" sales people. The Hopper queues up leads for anyone to claim. Marketers or sales people can access the Hopper to assign a lead to themselves or to their colleagues. Once a lead is assigned from the Hopper to a recipient the recipient (unless assigned to yourself) will receive a Lead Distribution notification via email and the lead will disappear from the Hopper. To access the Hopper do the following:
- Go to the Manage > Sales tab
- Click Hopper in the left-hand menu
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Once a Prospect is assigned (Unassigned > Lead Owner) they are automatically removed from the Hopper. However, if a Lead Owner already exists that still means the Prospect is there for the taking and it can be reassigned to another User. Once you've reassigned the Prospect to a new Lead Owner the Prospect will still stay in the Hopper until the "Remove" link is clicked.
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The option to limit access to the Hopper is called "Restrict access to all Hopper leads if User/Team Filter applies" and is unchecked by default. To access this setting do the following:
- Go to the Administration tabClick Settings in the left-hand menu Settings > Administration > Settings
- Click the General tab
- Find the Hopper Settings box
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To access this setting do the following:
- Go to the Administration tabClick Settings in the left-hand menuto Settings > Administration > Settings
- Click the General tab
- Find the Hopper Settings box
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