Assigning Action Plans to Lead Flow Sources

This article will show you how to automatically apply Action Plans based on Lead Flow sources and rules.
 

Applying Action Plans Based on Source Only

Video Tutorial:


Step by Step Instructions:

1) Choose Lead Flow from the upper right menu

2) Select Action Plan you would like to apply


3) You're done. The Action Plan will not be automatically applied to each lead source.


Applying Action Plans Based on Lead Flow Rules

This option allows you to apply action plans based on tag, zip code, or price routing rules you have in place. To learn how to set these routing rules, view this article .
 
Video Tutorial:

Step by Step Instructions:

1) Choose Lead Flow from the upper right menu


2) Click the "Settings" cog to see advanced rules.



3) Select Action Plan for each Lead Flow Rule.

4) Be sure to set a default action for leads that do not apply to these rules, if desired.