Example of Creating a Lead Ranking Rule

You can define a lead rank to categorize leads into buckets such as Hot, Warm, or Cool leads. This categorization of leads lets a salesperson quickly prioritize leads for follow-up activities.

Here's an example of creating a lead ranking rule:

Create a Lead Rank Rule

Your organization wants to assign a rank of Hot to sales leads that have a set time frame and a decision maker identified. In Assignment Manager, there's already a predefined lead work object and lead candidate object.

Here's how to set up an assignment rule to determine the appropriate classification to apply a rank to all leads for your organization:

1. From the Manage Sales Lead Assignment Rules page, select the Sales Lead Ranking Rule Category.

2. Select the classification rule type, Sales Lead work object, and Lead Rank as the candidate object.

3. From the Associated Rule Set Groups tab, create a ranking rule and name it Ranking. You can search and select another rule set group (if one exists), to associate with the classification rule type.

4. Set the conditions for each rule that the rules engine checks during assignment processing. For example, enter these rule conditions:

   • Attribute: Time Frame

   • Operator: Equals

   • Value: Three months

5. Click Add Row icon in Conditions and enter these details:

   • Attribute: Decision Maker Identified

   • Operator: Equals

   • Value: True

   • Action: Return the candidate value as Hot

6. Click Save and Close.

The Assignment Manager:

• Finds the matching leads

• Executes the rules

• Assigns the rank value to the lead