Automatic Lead Allocation Process

Martin automatically allocates leads to ensure they are seen and acted on promptly.

When a lead arrives, it is first matched to the relevant location or service. For example, an outlet close to the customer or a business unit with an offering that addresses their needs
Leads will then be distributed to the sales staff at that location or service. If there’s more then one salesperson, leads will usually be allocated evenly.
Allocation will take account of rostered days off. Its important to make sure that you advise your admin if you are off sick, heading on holidays or any other change to your schedule.
This generally happens in minutes. In order to get the best outcomes, it is important to action leads as soon as possible (See Best Practices).

Martin’s filters reduce the delivery of invalid leads.

Name & number: all leads must have a name and correctly formatted contact method (either a phone number or email address).
Formatting: if there’s a simple formatting issue with a phone number or email address, then Martin will adjust the formatting and deliver the lead. If not, the lead is rejected.
Duplicates: leads are filtered for duplicates. Duplicate leads are excluded if they share the same phone number, for the same location, in a given period of time (typically a day).
Trolling: leads are also filtered where possible, for obviously fake names and inappropriate language.
Problem leads: if a lead that is in some way not a true opportunity comes through to you, you can reject it by selecting the “Flag problem” outcome. See here for more.