Creating a Rule Based Lead Assignment Rule Set

You are the Marketing Operations Manager at InFusion. In the process of looking at leads and opportunitites for a sale, you qualify leads, score the leads on their probablity for a sale and rank them in order of probable success. Now you are ready to assign the lead to a resource, a salesperson.

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.

This demo will show you how to create a  Matching Candidate rule set.

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. This rule set is a Matching Candidate rule type . The work object is Sales Lead and the candidate object is Sales Lead Qualification Status.

   Step 1

2. Click the Create button.

   Step 2

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

    a valid value
    e.g.
    "Rule Based Lead Assignment"
   .
   Step 3

4. Click the Type list.

   Step 4

5. Click the Matching candidate rule list item.

   Step 5

6. Click the Work Object list.

   Step 6

7. You want to select the Sales Lead, so you will need to scroll down.

    

   Click the scrollbar.

   Step 7

8. Click the Sales Lead list item.

   Step 8

9. Click the Candidate Object list.

   Step 9

10. Click the Sales Lead Resource list item.

    Step 10

11. Click the Save button.

    Step 11

This concludes the demo to set up a Rule Set for Rule Based Lead Assignment.

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