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Prioritization: Overview

 

What Is Prioritization?



Prioritization is a feature that automatically organizes and ranks leads in order of importance. When enabled, it scans through a user's leads - in real-time - and creates a dynamic call list on the Priority View page. When set up properly, only leads that require an action appear on the list, and they drop off this list once an action is taken. This allows a user to move quickly and consistently move through their leads and eliminates the time spent figuring out which lead should be called next.



How Do I Enable Prioritization?



Prioritization is automatically enabled for all LeadManager Advanced Edition and Standard Edition clients.

By default, the rules determining how leads are prioritized are based on best practices for your industry and cannot be customized for LeadManager Standard Edition clients. This configuration can only be further customized by LeadManager Advanced Edition clients.

 

Velocify™ has developed these best practices for lead follow up based on ongoing research and analysis. For more information on the best practice settings for your industry, please reference our prioritization help sheet documentation.



How Are Leads Prioritized?



The leads presented to a user within their Priority View are based on rules that are customizable for Advanced Edition clients and preset to reflect best practices for Standard Edition clients. Typically, these rules look at certain lead conditions such as:

  • How old is the lead?
  • When was the lead last assigned?
  • What is the current status or stage of the lead
  • How long has it been since the lead was last called or updated?
  • Is there a future Calendar Event set?



Prioritization best practices advise implementing rules that will prompt those leads that require action to be visible on the prioritized list – in order of importance and urgency – while leads that have been worked recently don’t appear until the next time they require attention. Example prioritization strategy:

 




Also see: Help Sheets: Prioritization Best Practices Per Industry



How Do Prioritization Rules Work?



Prioritization employs a series of “Priority Queues” where each queue represents a set of leads that meet specific criteria. These queues are then stacked to reflect the order that leads will appear on a user’s prioritized list.

 






How Do I Access Lead Prioritization Settings?



Navigate to Menu – Lead Management – Lead Prioritization.





The Prioritization page list all Priority Queues in ranked order. This order may be changed by moving queues up or down. The Title of each queue is displayed, and the ability to enable or disable individual queue is accessible on the Enabled column.





How Do I Add or Edit Priority Queues?



Advanced Edition clients can access the Add New Queue option. They may also edit an existing queue via the Edit link under the Options column. Details are available here.



How Do Users See Leads that are Prioritized?



Users can access their list of prioritized leads by navigating to Leads – Priority View. On that page, they will see the top 100 leads assigned to them that are prioritized. This page is limited to only display 100 leads, although more than 100 leads may qualify for the priority queues.







If Single Lead View is enabled, then the page will only the most prioritized lead one at a time. For more information on Single Lead View, reference the related article here.



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