Creating a Direct Sales Channel Rule


You are the Marketing Operations Manager. You need a rule that assignes your qualified leads to a sales resource.

 

This is the second of a series of four lead assignment rules to show you how to set up matching candidate rules for assigning  leads based on the Sales Channel. 

 

The four rules are:

   1. Partner Sales Channel Rule

   2. Direct Sales Channel Rule

   3. Large Deal Rule

   4. Small Deal Rule


Steps:

  1. The rule set, Rule Based Lead Assignment, has already been created. Note that the Partner Sales Channel Rule is a member of that set. You will add the new rule to the same rule set.

    Step 1

  2. This rule determines if the Sales Channel is  "Direct" and assigns the lead to the internal direct sales resource, Gabrielle Lee.

    Step 2

  3. Click the Add Row button.

    Step 3

  4. Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Direct Sales Channel Rule"
    .

    Step 4

  5. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Rule to assign a lead"
    .

    Step 5

  6. Now enter the conditions for the rule.

     

    Click the Add Row button.

    Step 6

  7. Click the Object list.

    Step 7

  8. Click the Sales Lead list item.

    Step 8

  9. Click the Attribute list.

    Step 9

  10. Click the vertical scrollbar.

    Step 10

  11. Click the Sales Channel list item.

    Step 11

  12. Click the Operator list.

    Step 12

  13. Click the Equals Ignoring Case list item.

    Step 13

  14. Click in the Value field.

    Step 14

  15. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "Direct"
    .

    Step 15

  16. Click the Add Row button.

    Step 16

  17. Click the Object list.

    Step 17

  18. Click the Sales Lead Resource list item.

    Step 18

  19. Click the Attribute list.

    Step 19

  20. Click the Name list item.

    Step 20

  21. Click the Operator list.

    Step 21

  22. Click the Equals list item.

    Step 22

  23. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "Lee,Gabrielle"
    .

    Step 23

  24. Click the Save button.

    Step 24

This concludes the second lead assignment rule.  The third rule is the Large Deal Rule.

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