a) Sells Lead To You
To begin, let's create an outside Partner Company who 'Sells' only Leads to you in order to learn about the various settings which can be applied.
If you know of a company from which you currently purchase Leads you can enter their information, or you can enter 'Test Lead SELLER'. Follow the steps below to set up this type of Partner Company.
REMINDER: All BOLD fields are required in order to save.
- Click on the Administration tab
- Click Partner Companies under the Content Management section (you'll see the default 'HiValley' Partner Company)
- Click Add Partner Company
- Type the name of a company you use to purchase Leads in the Company Name field, or type 'Test Lead SELLER'. Fill in the remaining fields in the top section. The Contact Person would be your main contact at the Partner Company. The Notes section allows you to record any other information about the Partner Company.
- Click the 'Sells Leads' checkbox on the right side of the Lead section because this Partner Company is providing Leads to your company.
- Default Lead Location
Determine if the Leads received from this Partner Company will be marked as Pending or placed in your Queue.
Pending
A list of the Leads where action is needed. Leads assigned to Pending will not be assigned to any individual in your company. Access to Leads marked as Pending would only be available by clicking on the Leads tab if the User has the appropriate Permissions.
Queue
Allows Lead Reps to request Leads once company defined criteria has been met (i.e. timeframe to contact the Lead). Once the criteria is met the Lead would be available in the Queue to be requested by those with Permission to request Leads. Once requested, the Lead gets assigned to the User who requested it until the User converts it to a Customer, leaves it assigned to themselves, puts it back in the Queue (i.e. if the Lead wasn't home), or marks it as invalid.
- Force Default Lead Location
Check the box if you want to force your Default Lead Location upon the Lead being received.
When receiving Leads from an outside Partner Company they'll likely be using SecurityTrax to send them to you. The Partner Company might have the Lead set to Pending in their system, but you might want them marked as Queue. This checkbox allows you to force the Lead Location of your choosing in your instance of SecurityTrax. - Purchase Notification Email(s)
Enter the email address where you'd like to have a notification sent for when a Partner Company sells you a Lead from their system. - Return Notification Email(s)
If you're not interested in receiving the Lead from the outside Partner Company you can push it back to them and an email will be sent to the email address entered in this field.
- Include Call Center Comments w/ Return
Check the box if you want the Partner Company to receive notes regarding why a Lead was returned to them. (For example, the phone number was invalid, the Lead wasn't sure why they were being called, etc.) - Auto Response Email
When sending a Lead back to a Partner Company you can use a predefined email template if you desire. - Return Notification Email(s)
If you're not interested in receiving the Lead from the outside Partner Company you can push it back to them and an email will be sent to the email address entered in this field.
- Lead Queue Priority
Establish whether Leads from this Partner Company are Normal, Medium, or High priority. If a Partner Company provides you with solid Leads you'll want to set them at a higher priority so Leads from that company appear at the top of the Lead list. - Click Save
You now have a Partner Company who has been configured to Sell only Leads to you.