Custom Lead list

Custom Lead Lists in 3Sigma CRM allow you to organize and manage leads independently of the main lead distribution settings. This gives you flexibility in managing leads based on your business needs.

1. Creating and Managing Lead Lists 🗂️

• Create Custom Lead Lists: Any user can create a lead list to organize leads based on specific criteria like sales stages or other business requirements.

• Independent from Lead Distribution: Leads added to these custom lists are not automatically distributed, and standard lead distribution rules will not apply to them.

• Keep Private or Share: You have the option to keep these lists private or share access with team members for collaborative management.

• Leads can be moved or copied between lists as needed.

• Automatically import leads from integrations into specific lists for easier tracking and organization.

• You can use automation to move leads automatically between list's

Managing Lead Access 🔍

• Assign access permissions for team members, allowing them to view all leads within a list, including those added by others.

• This feature is ideal for managers or stakeholders who require full visibility over all leads in a particular list.

Distributing Leads 🔄

Lead Distribution in 3Sigma CRM allows you to automatically and equally distribute leads among selected team members within a custom list. This feature ensures a smooth and clutter-free lead management experience, making it particularly useful for telecallers or for assigning leads outside of the default list.

1. Round Robin Lead Distribution

• Automatic Assignment: Leads added to the list are distributed automatically and evenly across the selected team members using a round-robin approach.

• Example: If you have 50 leads and two team members assigned, each team member will receive 25 leads, ensuring a fair and balanced workload.

2. Ideal for Telecalling or Bulk Lists 📞

• Efficient Lead Handling: This feature is perfect for managing bulk lists, such as telecalling campaigns, where leads need to be distributed quickly and efficiently.

• Move Qualified Leads Easily: You can easily manage the process by moving qualified leads to other lists or assigning them based on their progress, creating an organized and seamless workflow.

By leveraging Lead Distribution within custom lead lists, you can streamline your team’s workload, ensure fair lead allocation, and maintain a clutter-free environment, boosting productivity and efficiency.

By using Custom Lead Lists, you can organize leads efficiently, manage access and visibility, and distribute leads seamlessly among your team.