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To setup a lead grading process do the following:
- Click the Design tabClick the green plus next to Lead Grading on the left-hand menu Workflow > Lead Grading
An orange popup will appear. At this stage, decide if you want to grade existing prospects in the Lead Liaison database or only new prospects that enter your database. Typically, you'll only need to grade Known prospects. Known prospects are people in the database with an email address.
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By default, the Program name of every lead grading process will be "Lead Grading". To change the default name of the Program go to Administration Manage > Campaigns >Campaign Settings > Campaigns and double click the name of the Program under the "Program" column. |
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To grade your existing prospect database do the following:
- Click the Design tabClick the green plus next to Lead Grading on the left-hand menu Workflow > Lead Grading
- Enter a Name for the lead grading process. The name will also be the Campaign name.
- Select Existing Prospects in the Stage section
- Select Known in the Type section
- Based on your configuration, the software will launch a three step process and load a template. In Step 1, the Known Lead filter is added. Known Lead means only grade prospects with an email address. Since no other filter(s) exist, all prospects in your database will be graded.
- Click the Save and Define Actions button
- By default, the system loads the Change Lead Grade action. Use + to increase the lead grade. Use - to decrease the lead grade and use = to set the lead grade.
- To add filter criteria to the action click the Add Condition button (optional)
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To grade your existing prospect database do the following:
- Click the Design tabClick the green plus next to Lead Grading on the left-hand menu Workflow > Lead Grading
- Enter a Name for the lead grading process. The name will also be the Campaign name.
- Select New Prospects in the Stage section
- Select Known in the Type section
- Based on your configuration, the software will launch a three step process and load a template. In Step 1, Known Lead and Create Date are loaded. Known Lead means only grade prospects with an email address. Create Date within 1 day will only select new prospects that have been created within the day.
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To manage your lead grading processes do the following:
- Click the Design tabClick the manage icon next to Lead Grading on the left-hand menu Manage > Lead Grading
- The table displayed will automatically be filtered by Type = Lead Grading
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