Automate Lead Assignments

Administrative Permission Required

Administrative permission is required to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Overview

ZiftONE allows suppliers to distribute leads to partners and provides tools that allow you to automate how you manage leads that are assigned to you. This provides the flexibility to manage your sales force and distribute leads appropriately. You may opt to connect ZiftONE to your CRM so that you can manage assigned leads through that system. Alternatively, ZiftONE delivers a simple interface for controlling assigned leads.

 

Before You Begin

All of the procedures listed below assume that you have logged into the portal as a partner user with the administrator role.

Contents

Click on the + to expand the instructions for the desired task.

How to Add New Sales Representatives

Before you can assign a lead to a user in ZiftONE, you must have added their contact information to the system so that they can receive lead-related communications. You must have Sales Representatives in your organization to receive lead assignments.

  1. Open PortalSettings from the top menu.
  2. Click Sales Reps in the left hand menu.
  3. Click New User and provide the following information about the user:
Parameter  Type  Description
Email   Text  The email address serves as the primary identifier of a user.
First Name  Text   This is the user's given name.  
Last Name Text   This is the user's family or surname.  
Office Phone  Number  This is the phone number for the user's office line.  
Mobile Phone  Number  This is the phone number for the user's mobile phone.  
Roles  Checkbox Select the roles that correspond to the user's position. Sales users must have the Sales Representative role checked.
Password  Text  Provide a password for this user.  You will need to share this information with the user so they can log in.
Confirm (Password)  Text  Repeat the password for this user.  
  1. Click Save.

How to Build Auto-Registration Rules

This procedure allows you to create rules that will be applied when you upload leads for auto-registration.

  1. Open PortalSettings from the top menu.
  2. Click Lead Management in the left hand menu.
  3. Select Define My Own Rules
  4. [Optional] Click Add New Rule to add an AND condition.
  5. [Optional] Click Add New Group of Rules to add a group of rules that will be considered as an OR condition.
  6. Click Save.

 

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