Lead sorting


Here is a detailed workflow on how to sort leads for the sales team. Please, take into account that this process will be automated in the future, so, please, contact @name to clarify all sorting rules.


Workflow

Visit a Lead Sorting Tab:  https://run.reply.io/leads/sort 
Open Copper CRM.
Insert Company's domain into Copper search box and open a Lead
Based on "CompanySizeStr" field, you need to decide to whom you should sort that lead. Here are sorting rules based on Company Size:

Company size
Assignment
Solo
@name
1-9
@name
10+
@name

Also, make sure to check out the Lead Sorting Tab every 1-2 hours, because we want to deliver leads to the sales reps asap. 


Additional Rules

Junk leads with bad domains
Registrations from personal email addresses like @gmail.com , @outllook.com, @hotmail.com etc. So all these leads should go to Max(number 100 in the lead sorting tab)
Geography & language