Creating a Lead Qualification Rule Set


You are the Marketing Operations Manager at InFusion Corporation. As new leads are generated, they should be qualified for a more efficient sales effort. 

 

Rule-based assignment of the qualification status helps to standardize the qualification process. There are several types of rules to determine which leads could lead to a sale and to assign them to the appropriate salesperson.


Steps:

  1. Rules are organized into Rule Sets. You start to build rules by creating or opening a Rule Set.

     

    The Rule Set determines the type of rules to be built. It also designates the Work Object and the Candidate Object.

     

    You can link a rule set with other rule sets by using the Associated Rule Set Groups tab.

    Step 1

  2. This is the first of a short series of demos explaining how to build

     

       1.  Rule Sets

       2.  Rule Set Groups.

    Step 2

  3. First, let's begin in the Set up and Maintenance menu, All Tasks tab.

     

    Search for the tasks that relate to Assignment Rules.

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Assignment%Rule"
    .

    Step 3

  4. Click the Search button.

    Step 4

  5. Here you see that there are several products with assignment rules.

     

    Find the Manage Sales Lead Assignment Rules.

     

    Click the Go to Task button.

    Step 5

  6. Now, create the rule set by either clicking the Actions drop down and selecting Create or clicking the Create button.

     

    Click the Create button.

    Step 6

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

     a valid value
     e.g.
     "Classification Rule Set"
    .

    Step 7

  8. Click the Classification rule list item.

    Step 8

  9. Click the button to the right of the Work Object field.

     

    Click the Sales Lead list item.

    Step 9

  10. Click the button to the right of the Candidate Object field.

     

    Click the Sales Lead Qualification Status list item.

    Step 10

  11. Click the Save button.

    Step 11

This concludes this demo of creating a rule set.

 

There is a companion demo for creating a rule set group.

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