Hey guys, just trying to figure something out, our old sales manager who used to be the admin got demoted to sales rep. I looked thru his VIN and he has numerous lead sources that we don't get, I did find 2 of them in my VIN and they both bounced from him. Trying to figure out if he set something up in the system to be prioritized by certain lead sources and if he did how do we find out and change it?
Is it possible for VIN lead sources to go to one employee first
- Thread starter tb735
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- May 1, 2005
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- Jeff
VIN as as in VinSolutions CRM? If so, you'll need access to the admin/settings. I'm not familiar with VinSolutions so no clue where or how you access the lead routing settings.
Yes, you can set certain lead sources to go to certain people, or groups of people. In the setup of the lead management processes, there is an action item to "change sales rep", and it usually is set up to switch if there has been no attempted contact with the customer.
Sounds like he has all the leads routing through him first, and if he doesn't get to it, it goes out to the other sales reps.
Sounds like he has all the leads routing through him first, and if he doesn't get to it, it goes out to the other sales reps.
