Key Features
Automated Lead Assignment
Streamline the lead distribution process with intelligent automation:
- Round-Robin Logic: Distribute leads equally among counsellors, ensuring fair and balanced workload distribution.
- Increased Efficiency: Automate the process of assigning new leads to reduce manual effort and optimise time management.
Manual Allocation Flexibility
Provide greater control over lead assignment with customisable options:
- Custom Count Allocation: Assign specific numbers of leads to counsellors based on availability and workload demands.
- Precision Control: Allow administrators to allocate leads with flexibility, improving counsellor focus and ensuring high-quality engagement.
Dynamic Search & Pagination
Enhance navigation and organisation for counsellors:
- Customisable Pagination: Control how many leads display on each page to provide a smoother user experience and improved workflow management.
- Search Filters: Easily find and prioritise leads with dynamic search options to help counsellors focus on high-priority prospects.
Conditional Lead Allocation
Distribute leads based on predefined criteria to ensure targeted engagement:
- Course, State, or City-Based Allocation:
Customise lead distribution according to specific factors like course preferences, geographical location, or other conditions, ensuring more personalised attention. - Optimised Distribution: Create a more effective allocation process tailored to the unique needs of your institution.
Empower Lead Management with Headstart’s Smart Lead Allocation
Headstart’s Smart Lead Allocation module allows institutions to select multiple leads and assign to multiple counselors in one-go. While doing this, count of leads to be assigned to an individual counsellor can be managed easily.