Lead routing is an optional function; InsideSales.com works perfectly without it, but over time most administrators find that routing rules save more time in the long run than they take to set up. You can always do lead routing manually by bulk assigning ownership yourself, but for very large batches of data this is extremely time-consuming.
For spreadsheet uploads you can also do a “pre-route” by adding a data column indicating ownership and linking that to the various users’ login IDs (meaning you create a column called “Owner” and insert numbers into the column that match the various users). You can’t use names, it has to be a user number. You can look up a user’s ID number by going to the Manage Employee section of the admin tab.
Double-check all of your skill and rule criteria. If you create rules with advanced skill settings but the data doesn’t meet any of the criteria in the skill, the leads will be routed to the default user specified.
Are you using a round robin rule instead of a proficiency-based rule? Are your proficiencies set correctly? Remember that as discussed in the Skills section of the training that proficiencies are NOT percentages; they are a weighted lottery.
The best way to do this is to create two different rules that are based off of the same skill, but with different skill criteria. This way, the round robin will trigger off two different criteria, one for the lower-quality leads, one for the higher quality leads.
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