Project

On this page you will find out:

I. Creating a new project

II. SMS & won leads settings

III. Setting up lead routing

IV. Bulk actions

I. Creating a new project

To create a new project In SalesCandy manager portal you need to click on ‘Project’ under 'Management' tab. On your top right corner, find a purple ‘+’ button and click on it.
Fill in the suitable name for the project.
Attach the photo for your project: under ‘Media’ click on ‘Add file’ and choose the picture you want. (Optional)
If you have a project grouping, you can assign the project grouping as well. (Optional)
Assign a project manager from your salespersons that you had added before. You can assign more than one person.
Choose the default phone number code.
You can tick the checkbox of salesperson preferential assigning to route the lead that contact number has been attended by the same salesperson in another project provided that the salesperson exists in both projects.
Click 'Next' to continue on project setting.

II. SMS & won lead settings

1. On SMS and Won Lead setting, you can customise the automated SMS that will be sent to the from Salesperson SMS.

Below you can find the explanation of each SMS element:

"Hi {name:there}, thanks for your enquiry on {project} {duration} ago. Please expect a call from {salesperson} shortly.

→ { } - Variable where it would capture the lead names upon form submission.

→ : there - If the lead is without the name then we can address the lead as “there” or “prospect buyer” to etc. (support Printable 7bit special characters except the reserved { : and }. Space is supported).

→ {project} - Would change based on the project.

→ {duration} - It would be sent the time the lead was submitted based on these metrics:

- < 5 minutes - a moment

- < 1 hour - x minute(s)

- < 1 day - x hour(s)

- >= 1 day - x day(s)

→ {salesperson} - The salesperson's name who accepted the lead.

Example of automated SMS would look like this:

"Hi Ali , thanks for your enquiry on Project ABC, a moment. 
Please expect a call from Sam shortly."

2. If you are given the options to play around with the Automated SMS settings. You can also allow the salesperson to disable automated SMS by checking the checkbox. Likewise, you can broadcast any Won leads made to all the salespersons or managers under the project by ticking the checkbox.

III. Setting up lead routing

Auto routing

The basic forward auto-routing, without extra matching, required. Whoever you add here, that salesperson will receive the lead automatically in seconds after the lead submission on a fair routing basis. However, this depends on the routing chance set by managers for the salesperson in sales team settings.

Backup routing

Backup routing would kick in if the leads are not picked up by the auto-routing teams if the leads were not attended by the salesperson in the auto-routing team within a certain duration set by managers.

For example;
→ If the backup routing is set to kick-in after 15 minutes once the sales team in auto-routing is not available to attend the lead.
→ Once the backup routing team activated, the leads will be routed to all sales teams under both auto-routing and backup routing.

ezgif.com-video-to-gif-7.gif

If your company employs call centres to qualify leads before they're handed to the salespersons, you can make use of the Manual routing section.

→ The team which is the callers in the call centres will be added in auto and/or backup routing.
→ The actual sales teams will be placed under the "Manual routing" section.

The flow would be;
Call centre team accepts, qualifies, then transfers or manually route the leads to actual sales teams to follow-up.

Edit project

You can edit the project to update on any new changes.

1. Click the top right of Project screen click 'Edit'.

2. Perform any necessary changes and click 'Save'.

IV. Bulk actions

Duplicate project
You can duplicate the project by;

1. Select the Project name that you would like to duplicate.
2. Click on the Bulk actions drop-down menu.
3. Choose 'Duplicate'.
4. Rename the duplicated project in the pop-up window and click 'Duplicate'.
5. Once done the project will appear on the project screen.

Add to the project group
You can group the project based on their region;

1. Select the Project name that you would like to group.
2. Click bulk action drop-down menu, click 'Add to group'.
3. Select the project group you desire, and click 'Add'.

Deactivate, activate & delete project

1. Select on the Project name that you would like to deactivate.
2. From the Bulk actions dropdown menu choose 'Deactivate'.
3. On the pop-up window click 'Deactivate'.
4. If you wish to delete the deactivated project, select the same Project name and click on the Bulk actions menu.
5. Click 'Delete' and approve the action on the pop-up window.
**Please note: You won't be able to delete the Project associated with the Lead source. Delete the Lead source prior to deleting the Project. Both actions cannot be undone.

6. However, if you didn't delete the Project but kept it deactivated for a while, you always have the option to Activate it again. Just click on the Bulk actions drop-down menu and choose 'Activate' and approve the action on the pop-up window.

Pause & Resume routing

1. Select the Project name that you would like to pause the routing.
2. Click bulk action drop-down menu, click 'Pause routing' in case you need to pause routing for that particular Project or 'Resume routing' if you want to continue receiving the leads routed to that Project.
3. On the pop-up window, click to confirm the action.

I. Creating a new project

II. SMS & won lead settings