To setup a lead distribution process do the following:
- Click the Design tabClick the green plus next to Lead Distribution on the left-hand menuWorkflow > Lead Distribution
- A popup will appear asking you a few questions to give you a head start with your lead distribution process
- Each parameter is explained below:
- Name = Defines the name of your lead distribution process. The Name will also be the Campaign Name.
- Stage = Identifies which prospects you'd like to distribute. To distribute prospects already in your Lead Liaison database select "Existing Prospects". To distribute new prospects that enter the system (web forms, CRM import, contact list import, etc.) choose New Prospects.
- Use = Displays three typical parameters used for distributing prospects such as lead source, lead status and for CRM users, in this case Salesforce.com, queues. Select any one or all of the sources for leads to distribute.
- Click Continue to proceed
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