All leads that are not distributed successfully , they are displayed in the Lead Exception page and in the Unassigned Leads section on inflow
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Common failure reasonsof inFlow.
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Common Causes for Lead Exceptions
No available or eligible agents were found.
This reason is applicable to any distribution type.
If no agents are found that match the distribution group’s filter conditions or the user registration’s User Registration’s distribution filters, then a lead exception would occuroccurs.
No agents answered the call.
This reason is applicable to Distribute Ring All only.
Distribute Ring All is the only distribution type where calls are made to the agents in the distribution group and the prospect is assigned if an agent picks up and presses 1.
If no agent picks up or and presses 1, a lead exception would occuroccurs.
No agents click clicked the New Lead button
for distribute all campaigns
1. Columns
Prospect name
First and Last name of the prospect distributed
Campaign
The campaign to which the prospect was posted or uploaded to
Description
Description added to the campaign
Distribution
The type of distribution used to distribute the prospect
Lead provider
The marketing channel selected in the campaign
Loan purpose type
The loan purpose type mentioned in the prospect’s details
Loan amount
The initial loan amount - first mentioned in the prospect’s details
State
The property state mentioned in the prospect’s details
Failure reason
The reason the distribution process failed
Create date
The date of creation of the prospect
Assign
.
This reason only applies to Distribute All campaigns.
Columns
Assign: Option to assign the prospect to any user in the
orgorganization
Ignore: Option to ignore the prospect and hide it from Lead Exception
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Column Name | Column Filter Type | Description |
|---|---|---|
Prospect Name | Multi+search | First and last name of the prospect distributed |
Campaign | Multi+search | Campaign to which the prospect was posted or uploaded |
Description | Multi+search | Description added to the campaign |
Distribution | Multi+search | Type of distribution used to distribute the prospect |
Lead |
Provider | Multi+search | Marketing channel selected in the campaign |
Loan Purpose |
Type | Multi+search | Loan purpose type mentioned in the prospect’s details |
Loan Amount | Number | Initial Loan Amount - First mentioned in the prospect’s details |
State | Multi+search | Property state mentioned in the prospect’s details |
Failure Reason | Multi+search | Reason the distribution process failed |
Create Date | Date+time |
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Date of creation of the prospect |
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Assign Leads
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When a user clicks the assign the Assign button, a popup will appear appears asking the user to select the agent you want they would like to assign the lead to be assigned to
Once the desired agent has been selected, click the ASSIGN button
A green toaster will be displayed
3. Ignore leads
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Leads that you .
The user selects and agent from the dropdown list and clicks the Assign button. A green popup notification appears confirming the assignment.
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Ignore Leads
Leads that users no longer want to see or distribute can be ignored by clicking the
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Ignore button.
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If the Ignore button is clicked,
there will be a browser pop-up askinga popup appears asking, “Do you really want to ignore this lead?”
If the user selects
“OK”OK, the lead
will beis moved to the
ignored sectionA green toaster will be dispalyed
This will hide
Ignored section. This hides the lead from the Lead Exception page. A green popup notification appears to confirm the action.
The prospects that have been “ignored” can be viewed by selecting the Show Ignored checkbox.
The ignored prospects will be are displayed at the end of the list of lead exceptionexceptions.
When the Show Ignored button the Show Ignored button is checked, users are able to assign the Ignored leadsthe ignored leads.
