Automatic lead rotation

foxEnterprise has a feature to enable you to automatically rotate leads which are captured into the system from a range of sources to a list of sales agent on a project by project basis.

Key things to note when considering using automatic lead rotation:

• Automatic Lead Rotation is either on or off - it cannot be enabled only some leads or some projects
• You can configure a unique rotation list for each project
• Leads which are manually entered into the system will not be auto rotated
• Leads which do not relate to a specific project will not be auto rotated
• Existing leads in the system will not be auto rotated
• You can override the automatic rotation by specifying a specific agent as part of the lead
• Duplicate leads can be auto assigned to different agents

To enable automatic lead rotation in foxEnterprise:

1. Login as the administrator
2. Browse to Tools > System Administration > System Settings
3. Select the API tab
4. Check "New Contacts - Salesperson Rotation Allocation By Project Of Interest"
   

To configure the rotation list for a project:

1. Go to the Project module
2. Open the required project
3. Select the Summary tab
4. Select the Sales Team - the selected team members will form the rotation list for this project

To force a lead to a specific agent (ie. to override auto rotation):

1. In foxEnterprise, find the ID for the required agent by browsing to Admin > Staff Info
2. Go to your lead source (eg. webform code, Zapier configuration etc)
3. Edit the source to specify the required agents ID number:
   • Zapier configuration example:
   • Webform code example:

   

4. Save your lead source