Overview

Lead Liaison provides flexible and sophisticated lead distribution capabilities for companies looking to distribute leads. Leads can be distributed based on various User and lead parameters. There are four types of lead distribution strategies built into Lead Liaison:

1. Performance

2. Round Robin

3. Direct

4. Hopper

Each lead distribution methodology is explained below. 

Key Components

There are several key components of the Lead Distribution engine. They are as follows:

• Distribute Lead Action

• User/Team Filters

• Performance Metrics

• Distribution Rules

• Assignment Rules

• Global Settings

• Hopper

Each component is explained in detail below.