Lead Automation & Assignment Rules
Configure automatic lead routing, follow-up reminder triggers & scoring algorithms.
1. Automatic Lead Assignment
Active Routing Example:
• New incoming leads are assigned sequentially to active agents (John, Sara, Richard).
2. Follow-up & Reminder Triggers
Auto Welcome Email
Send introductory email upon lead creation
Auto WhatsApp Alert
Notify assigned sales agent via WhatsApp
3. Lead Scoring Rules Engine
Website Demo Request
Hot TriggerPrice / Quote Request
Interest TriggerWebsite Page Visit
BehaviorEmail Opened
EngagementNo Response in 14 Days
Inactivity Penalty