Get Started. It's Free
or sign up with your email address
CRM by Mind Map: CRM

1. p1: If more than 30 days

1.1. Obey the allocation logic

1.1.1. Facebook - pincode

1.1.2. Google - pincode

1.1.3. Organic / Exception - Web sales

2. New Lead

2.1. Obey the Allocation Logic

3. P1: Repeated Lead

3.1. p1: If less than 30 days

3.1.1. Alert : Update the lead and inform the Agent owner

3.1.1.1. TSO need to switch to call mode to attend repeated leads

3.2. Call_Back by Agent

3.2.1. #Max limit 90 days

3.2.1.1. ## If more than call back 90 days and repeated lead consider it in more than 30 days

3.2.2. Alert: notify the TSO

3.2.2.1. TSO need to switch to call mode

3.3. p1: Report for all repeated leads irrespective of 30 days or call back

3.4. #Lead first or previous attribution Digital vs Cold

3.4.1. Helps Lead Scoring

3.4.2. Cold -> Digital || Score: 3

3.4.3. Digital -> Digital || Score: 7

3.4.4. Digital -> Digital -> Digital || Score: 8

4. P3: Allocation Logic

4.1. Paid Leads

4.1.1. If Pincode / condition available - assign to nearest unit

4.1.2. Exception: Assign to Central MIS

4.2. Organic Leads

4.2.1. Assign to Websales

4.3. Repeated lead also follows same allocation logic

5. P4: Re-allocation

5.1. If call disposition - language issue

5.1.1. Assign to Digital TSO matching the language

5.2. If disposition not contactable & more than 7 days

5.2.1. Assign to next matching unit / agent

6. P2: Attribution

6.1. P2: Internal

6.1.1. Tracking of TSO & Units

6.1.1.1. Unit Counter , Agent Counter, Full details

6.1.1.2. First Assigned Unit || Last or Current Unit

6.2. P2: External

6.2.1. Tracking of UTM & Lead Source Changes

6.2.1.1. Zoho team waiting

6.2.1.2. First & Last method

6.2.1.3. gaconnector

6.2.1.4. zoho visitors