Creating Lead Ranking Ruleset

You are the Marketing Operations Manager at InFusion. As new leads are generated, the default lead status is UNQUALIFIED.  These leads 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 for generating the lead. In this series of demos you will see how the scores generated in a previous demonstration can be applied to rank the potential leads.  Once ranked the leads can be assigned to either internal or partner sales personnel for follow up.

This demo will show you how to create a simple classification ruleset.

Steps:

1. To begin creating the rules, you navigate to the Set Up and Maintenance area.

    

   Click the Navigator link.

   Step 1

2. Click the Setup and Maintenance link.

   Step 2

3. Click the All Tasks tab.

   Step 3

4. Search for the assignment rule tasks.

    

   Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Assignment Rule"
   .
   Step 4

5. Click the Search button.

   Step 5

6. Click the Go to Task button.

   Step 6

7. Rules are organized within Rule Sets. You must create a rule set and then add the rules for determining the assignments.

    

   Click the Create button.

   Step 7

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

    a valid value
    e.g.
    "Lead Ranking"
   .
   Step 8

9. Click the Type list.

   Step 9

10. Click the Classification rule list item.

    Step 10

11. Click the Work Object list.

    Step 11

12. Scroll down to find Sales Lead.

     

    Click the Sales Lead list item.

    Step 12

13. Click the Candidate Object list.

    Step 13

14. Click the Sales Lead Rank list item.

    Step 14

15. Click the Save button.

    Step 15

This concludes the Create Lead Ranking Ruleset demo.

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