Creating a Small Deal Rule

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

This is the fourth and final of a series of  lead assignment rules to show you how to set up matching candidate rules for assigning  leads based on the sales channel and the deal size.

The four rules are:

   1. Partner Sales Channel Rule

   2. Direct Sales Channel Rule

   3. Large Deal Rule

   4. Small Deal Rule

Steps:

1. A rule set named Rule Based Lead Assignment has already been created. Note the several rules that are members of that set. You will add the new rule to the same rule set.

   Step 1

2. This rule determines which leads are:

    

   - not assigned a sales channel,

   - are valued at less than $1,000,000 

    

   Because there is no defined sales channel and the deal size is less than $1,000,000, the lead is assigned to the partner sales resource, Anthony Mason.

   Step 2

3. Create your rule.

    

   Click the Add Row button.

   Step 3

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

    a valid value
    e.g.
    "Small Deal Rule"
   .
   Step 4

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

    a valid value
    e.g.
    "Rule to assign leads less than $1,000,000 to partner resources."
   .
   Step 5

6. Add the conditions.

    

   Click the Add Row button.

   Step 6

7. Click the Object list to make a selection.

    

   Click the Sales Lead list item.

   Step 7

8. Click the Attribute list. You want the Sales Channel item and need to scroll down.

    

   Click the scrollbar.

   Step 8

9. Click the Sales Channel list item.

   Step 9

10. Click the Operator list.

     

    Click the Equals list item.

    Step 10

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

     a valid value
     e.g.
     "NULL"
    .
    Step 11

12. Add the condition for the Deal Size.

     

    Click the Add Row button.

    Step 12

13. This condition determines which leads are valued at less than $1,000,000.  Use the Deal Size attribute to determine this.

    Step 13

14. Click the Object list.

     

    Click the Sales Lead list item.

    Step 14

15. Click the Attribute list, then scroll down.

     

    Click the Deal Size list item.

    Step 15

16. Click the Operator list.

     

    Click the Less Than list item.

    Step 16

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

     a valid value
     e.g.
     "1000000"
    .
    Step 17

18. To secure the work you have done so far, save your rule.

     

    Click the Save button.

    Step 18

19. Now assign the lead to a resource.

     

    Click the Add Row button.

    Step 19

20. Click the Object list.

     

    Click the Sales Lead Resource list item.

    Step 20

21. Click the Attribute list.

     

    Click the Name list item.

    Step 21

22. Click the Operator list.

     

    Click the Equals list item.

    Step 22

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

     a valid value
     e.g.
     "Anthony Mason"
    .
    Step 23

24. Click the Save button.

    Step 24

This concludes the fourth and final  lead assignment rule. 

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