Lead Routing Mechanism

Each and every lead routed to a salesperson will have pre-defined parameters which needs to be considered.

1. Lead Submission

When a fresh lead submitted by a customer, the lead should be under;

• Active account 
• Active project
• Active lead source
• The phone number field should not be left empty
• Background check for lead re-submissions under same phone number and project
• Valid URL and project mapping under CandyPixel

2. Pre-Routing

Prior to route a lead to an available salesperson, the below criteria should be taken into count

• Lead score > 0 under lead source
• Within routing hours

3. Lead Routing

When a lead is being routed, our background app system will

• Check for any last salesperson which attended the same lead's mobile number and that salesperson is
  ~ a part of project routing
  ~ currently active and available
  ~ the app has been properly installed and ready to receive on incoming lead notification notification
  
  
• Check on project routing sequence mainly
  ~ routing interval sequence
  ~ active sales team
  ~ the lead will be routed to the salesperson:- 
  * by order on least successful routing count per day, then first toggled available salesperson for the day
  * routing chance for the salesperson > 0%
  * cool down duration for previous lead is completed
  * the app has been properly installed and ready to receive on incoming lead notification
  * currently available
  
  
• Reconfirming on available salesperson

4. Re-route interval

When a salesperson did not perform an action on the incoming lead, the unattended lead re-routed interval will be counted based on the scenarios.

• Rejected or time-out
  ~ Within 45 seconds 
  ~ the duration of the app to get ready to receive the incoming lead notification 
  
  
• Expired
  ~ Lead acceptance timeout (45 seconds)
     + 30 seconds of routing buffer
     + Queuing time within 30 seconds
  ~ The duration of the app to get ready to receive the incoming lead notification  
  ~ Any app installed that have a features which will kill SalesCandy from running in the background