Lead Exception
- Romina Chu (Unlicensed)
- Rebecca Kornblum
All leads that are not distributed successfully are displayed in the Lead Exception page and in the Unassigned Leads section of inFlow.
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 distribution filters, a lead exception occurs.
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 and presses 1, a lead exception occurs.
No agents clicked the New Lead button.
This reason only applies to Distribute All campaigns.
Columns
Assign: Option to assign the prospect to any user in the organization
Ignore: Option to ignore the prospect and hide it from Lead Exception
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 | Date of creation of the prospect |
Assign Leads
When a user clicks the Assign button, a popup appears asking the user to select the agent they would like to assign the lead to.
The user selects and agent from the dropdown list and clicks the Assign button. A green popup notification appears confirming the assignment.
Ignore Leads
Leads that users no longer want to see or distribute can be ignored by clicking the Ignore button.
If the Ignore button is clicked, a popup appears asking, “Do you really want to ignore this lead?”
If the user selects OK, the lead is moved to the 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 are displayed at the end of the list of lead exceptions.
When the Show Ignored button is checked, users are able to assign the ignored leads.