Creating a Partner Sales Channel Rule

You are the Marketing Operations Manager. As new leads are generated, rule-based assignment of the qualification status helps to standardize the qualification process.

This is the first of a series of four lead assignment rules to show you how to set up matching candidate rules for assigning  leads based on the ranking of the Lead's Qualification Score.

The four rules are:

   1. Partner Sales Channel Rule

   2. Direct Sales Channel Rule

   3. Large Deal Rule

   4. Small Deal Rule

Steps:

1. After qualifying, scoring, and ranking the leads, now you can assign a salesperson to that lead for follow up and conversion to a sale.

    

   As noted in other Assignment Manager rule demonstrations, a rule set has already been created to organize the rules. It is named Rule Based Lead Assignment.

   Step 1

2. In this rule, you check the sales channel to determine which resources get the lead. This rule will be for the partner sales channel and will assign the lead to Anthony Mason, one of the partner salespeople.

   Step 2

3. Click the Actions dropdown button to activate the menu.

   Step 3

4. Click the Add Row list item.

   Step 4

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

    a valid value
    e.g.
    "Partner Sales Channel Rule"
   .
   Step 5

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

    a valid value
    e.g.
    "Rule to assign a partner to a lead."
   .
   Step 6

7. Now add the conditions for the rule.

    

   Click the Add Row button.

   Step 7

8. Click the Object list.

   Step 8

9. Click the Sales Lead list item.

   Step 9

10. Click the Attribute list.

    Step 10

11. Scroll down to Sales Channel.

     

    Click the vertical scrollbar.

    Step 11

12. Click the Sales Channel list item.

    Step 12

13. Click the Operator list.

    Step 13

14. Click the Equals Ignoring Case list item.

    Step 14

15. Click in the Value field.

    Step 15

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

     a valid value
     e.g.
     "Partner"
    .
    Step 16

17. Add the second condition to assigned a salesperson.

     

    Click the Add Row button.

    Step 17

18. Click the Object list.

    Step 18

19. Click the Sales Lead Resource list item.

    Step 19

20. Click the Attribute list.

    Step 20

21. Click the Name list item.

    Step 21

22. Click the Operator list.

    Step 22

23. Click the Equals list item.

    Step 23

24. Click in the Value field.

    Step 24

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

     a valid value
     e.g.
     "Anthony Mason"
    .
    Step 25

26. Click the Save button.

    Step 26

This concludes the first lead assignment rule.  The second rule is Direct Sales Channel Rule.

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