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How to Assign Leads to particular users
Conditional Assignment and Set Conditions

Conditional Assignment

The conditional assignment feature allows distributing leads among users in a specified pattern. You may want to distribute leads to the users based on their expertise, proficiency, interest, or from a certain location.

Steps

  1. 1.
    Before uploading the leads into a campaign, just add one more column into the data with the heading Executive mobile number
  2. 2.
    Now put the mobile number of the executive against those leads which you want him to receive For example - If you want Mr A to receive all the leads which are from Jaipur, then put his number in the executive mobile number column against all the Jaipur leads, Similarly, if you want Mr B to receive all the leads which are from Kolkata, then put his number against all the Kolkata leads
  3. 3.
    Now, upload the file. The NeoDove application will detect this and assign the leads to the appropriate executives accordingly.

Set Conditions

The Set Conditions feature allows distributing leads among users in a specified pattern fulfilling certain conditions. Sometimes leads need to be distributed based on some conditions like filtering based on the place or genre.

Steps

  1. 1.
    To add the set condition go to the Edit Campaign option from the Campaign Dashboard.
  2. 2.
    You will find an option in the right corner.
  3. 3.
    Click on the "Assign Users based on set condition" button.
  4. 4.
    Add the/ as many conditions you want to and click the Submit Button.
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Conditional Assignment
Steps
Set Conditions
Steps