SYSTEMS AND METHODS FOR ENHANCED PRESELECTION AND CONFIRMATION PROCESS FOR POTENTIAL CANDIDATES FOR APPROVALS TO MULTIPLE POTENTIAL MATCHING TRANSACTION PARTNERS
First Claim
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1. A computer-implemented method comprising:
- providing one or more questions to a lead;
receiving a respective one or more answers to the one or more questions from the lead;
identifying, by the computer system based on the one or more answers, one or more client organizations for matching with the lead;
confirming interest by the lead in a client organization of the one or more client organizations; and
transferring the lead to the confirmed client organization.
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Abstract
A computer-implemented method according to an embodiment of the present disclosure comprises: providing one or more questions to a lead; receiving a respective one or more answers to the one or more questions from the lead; identifying, by the computer system based on the one or more answers, one or more client organizations for matching with the lead; confirming interest by the lead in a client organization of the one or more client organizations; and transferring the lead to the confirmed client organization.
28 Citations
24 Claims
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1. A computer-implemented method comprising:
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providing one or more questions to a lead; receiving a respective one or more answers to the one or more questions from the lead; identifying, by the computer system based on the one or more answers, one or more client organizations for matching with the lead; confirming interest by the lead in a client organization of the one or more client organizations; and transferring the lead to the confirmed client organization. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A non-transitory, computer-readable medium storing instructions that, when executed, cause a computing device to:
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provide one or more questions to a lead; receive a respective one or more answers to the one or more questions from the lead; identify, based on the one or more answers, one or more client organizations for matching with the lead; confirm interest by the lead in a client organization of the one or more client organizations; and transfer the lead to the confirmed client organization. - View Dependent Claims (10, 11, 12, 13, 14, 15, 16)
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17. A system comprising:
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at least one processor; and memory in communication with the at least one processor and storing instructions that, when executed by the processor; provide one or more questions to a lead; receive a respective one or more answers to the one or more questions from the lead; identify, based on the one or more answers, one or more client organizations for matching with the lead; confirm interest by the lead in a client organization of the one or more client organizations; and transfer the lead to the confirmed client organization. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24)
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Specification