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CRM by Mind Map: CRM

1. P3: Allocation Logic

1.1. Paid Leads

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

1.1.2. Exception: Assign to Central MIS

1.2. Organic Leads

1.2.1. Assign to Websales

1.3. Repeated lead also follows same allocation logic

2. P4: Re-allocation

2.1. If call disposition - language issue

2.1.1. Assign to Digital TSO matching the language

2.2. If disposition not contactable & more than 7 days

2.2.1. Assign to next matching unit / agent

3. P2: Attribution

3.1. P2: Internal

3.1.1. Tracking of TSO & Units

3.1.1.1. Unit Counter , Agent Counter, Full details

3.1.1.2. First Assigned Unit || Last or Current Unit

3.2. P2: External

3.2.1. Tracking of UTM & Lead Source Changes

3.2.1.1. Zoho team waiting

3.2.1.2. First & Last method

3.2.1.3. gaconnector

3.2.1.4. zoho visitors

4. p1: If more than 30 days

4.1. Obey the allocation logic

4.1.1. Facebook - pincode

4.1.2. Google - pincode

4.1.3. Organic / Exception - Web sales

5. New Lead

5.1. Obey the Allocation Logic

6. P1: Repeated Lead

6.1. p1: If less than 30 days

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

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

6.2. Call_Back by Agent

6.2.1. #Max limit 90 days

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

6.2.2. Alert: notify the TSO

6.2.2.1. TSO need to switch to call mode

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

6.4. #Lead first or previous attribution Digital vs Cold

6.4.1. Helps Lead Scoring

6.4.2. Cold -> Digital || Score: 3

6.4.3. Digital -> Digital || Score: 7

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