Distribution Ratio and Lead Capping

Fine tune the volume of leads individual reps receive.  Version 5 and up.

Ed Ralph

Last Update vor 10 Monaten

SuperRoundRobin gives you the flexibility to cap leads for a specific agent or even alter the ratio of leads distributed amongst a team (assignment weighting).

These features are controlled at the Assignee level.  Open up an Assignee record and you'll see two fields:
  1. MaxNewLeads 
  2. Distribution Ratio

Lead Capping: MaxNewLeads

Sometimes Sales Managers want to limit the number of new leads assigned to a team member.  It might be because they are new, or are part time, or some other reason.  

This feature works by counting the number of leads created in the last 90 days that the Assignee has still in their default 'new' stage (usually the first stage).  So if a Lead stage pipeline is Open > Contacted > Working > Closed then the 'new' stage is Open.  If MaxNewLeads is set to 5, then as soon as the number of leads in the Open stage exceeds 5, they will no longer receive new lead assignments until they have processed those 5 new leads.

Distribution Ratio

The Distribution Ratio sets how many leads this Assignee receives in relation to the other Assignees.  It is easier to see what is going on if we look at all the Assignees for a given MatchGroup:

Here we have three Assignees, Kron, Gabby and Bob.  Both Kron and Bob are set to have a Distribution Ratio of 1, and Gabby is set to 2.  This means that for every 4 leads, Kron will get 1, Bob will get 1 and Gabby will get 2.  It literally is a ratio: 1:2:1 (Kron:Gabby:Bob).  

The Distribution Percentage is calculated from the ratio, and helps us understand at a glance how leads will be distributed across the team.  Note: if an Assignee is temporarily removed from the team because they have hit their MaxNewLeads this is not reflected in the Distribution Percentage as Lead Capping is a transient thing.

The Distribution Ratio must be a positive whole number. i.e. not 0.5. So what if I wanted Bob to have 0.5 in this scenario? Then in whole number terms, this would be 2:4:1 (double 0.5 to get a whole number, and double the others as well).

A test import of many leads shows how for every 4 leads, Kron gets 1, Bob gets 1 and Gabby gets 2:

Using MaxNewLeads and Distribution Ratio allows Sales Managers to fine-tune how leads are distributed amongst their teams.

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