All leads that are not distributed successfully, they are displayed in the Lead Exception page and in the Unassigned Leads section on inflow
Common failure reasons
No available 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 distribution filters, then a lead exception would occur
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 presses 1, a lead exception would occur
No agents click 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
Option to assign the prospect to any user in the org
Ignore
Option to ignore the prospect and hide it from Lead Exception
1.1 Filter type of each column
Column Name | Column Filter Type |
|---|---|
Prospect Name | Multi+search |
Campaign | Multi+search |
Description | Multi+search |
Distribution | Multi+search |
Lead provider | Multi+search |
Loan Purpose type | Multi+search |
Loan Amount | Number |
State | Multi+search |
Failure Reason | Multi+search |
Create Date | Date+time |
2. Assign Leads
Once user clicks the assign button, a popup will appear asking the user to select the agent you want 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
Leads that you no longer want to see or distribute can be ignored by clicking the IGNORE button
Once the button is clicked, there will be a browser pop-up asking “Do you really want to ignore this lead
If the user selects “OK” the lead will be moved to the ignored section
A green toaster will be dispalyed
This will hide the lead from the Lead Exception page
The prospects that have been “ignored” can be viewed by selecting the Show Ignored checkbox
The ignored prospects will be displayed at the end of list of lead exception
When the Show Ignored button is checked, users are able to assign the Ignored leads