How to assign leads to Members:

Any leads that come to the leads page can be assigned automatically to the members with the help of three different options that are:

1. Via Project SIze.

2. Via Project Pin Code.

3. Via Alternative Option (Round Robin).

1. Assign Members to leads with Project Size:

Step 1: Click on leads then select the setting option

Step 2: Select Size and then enter the respective sizes of the project.

Step 3: Assign a Member by clicking on Members, Select the Member Name you want to assign this lead to, and Click on Save

(For example Projects size from 5KW to 10KW will be automatically assigned under the member name which you have selected, and 10KW to 15KW will be automatically assigned under the member name which you have selected)

2. Assign Members to leads with Project Pincode:

Step 1: Click on Leads in the select setting option

Step 2: Enter the pin code of the project location.

Step 3: Assign a Member by clicking on Members, Select the Member Name you want to assign this lead to, and Click on Save

3. Assign Members to leads with Alternative Option:

Step 1: Click on Leads then select the setting option

Step 2: Click on the alternative option.

Step 3: Assign a Member by clicking on Members, Select the Member Name you want to assign this lead to, and Click on Save.

(The leads get assigned to the members in a Round Robin manner where you have to select all the member's name and automatically all the members will be assigned to their leads in the series you have selected their name)

Your Members are successfully assigned to the leads which you have selected for.