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Dial-IQ: Demand Connect – Get Lead Button

 

TOPICS COVERED IN THIS ARTICLE:

  • How the Get Lead Button Works
  • Setting Up Demand Connect

 

 

ENVIRONMENT:

  • Dial-IQ

 

 

 

DETAILS:

 

Velocify Dial IQ™ users have an efficient way to get new leads via Blind Pull distribution programs via the Get Lead button displayed in the top navigation of each page as well as the Dialer Display.  It takes just one click to get a new lead and start dialing.

 

 

 

How the Get Lead Button Works

 

When the user clicks the Get Next Lead button, the system looks for a lead in the highest prioritized Blind Pull program. If no lead is found within that program, it looks at the second highest ranked program, continuing in order until either a lead is found or it reaches the lowest prioritized program without finding an eligible lead.  Once an eligible lead is found, it is assigned to the user and the Dial IQ Action Window expands and a call is placed to the lead.

 

 

Get Lead Button

 

 

GET_LEAD_BUTTON2.jpg

 

 

No Lead Found Notification

If no lead is found that the user is eligible to receive, the user will receive an alert indicating that no leads are available.

 

GET_LEAD_BUTTON3.jpg 

 

 

Setting Up Demand Connect

 

If you already have Blind Pull distribution programs enabled in your LeadManager account, there is no additional setup required.  If you do not have a Blind Pull program, please follow these steps.

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

 

Under Lead Management, click on Lead Distribution

 

 

 

On the Lead Distribution Page, click the Add New Program or select a distribution program and click Edit under the Options

 

 GET_LEAD_BUTTON5.jpg

 

 

On the Program Details tab, select Pull from the Distribution Method dropdown menu and click the Blind Pull radio button.

 

GET_LEAD_BUTTON6.jpg

 

 

Distribution Program Details Tab – Pull Distribution

 

GET_LEAD_BUTTON7.jpg

 

Repeat these steps each time you want to create a new Blind Pull distribution program.

Note: If you do not have any enabled Pull Distribution programs the Get Lead button will not be visible for the users.

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