Systems and methods for assignment of sales leads
First Claim
1. A method of assigning sales leads in a network environment, the sales leads relating to persons interested in effecting a purchase, the method comprising:
- obtaining a lead, the lead including lead information relating to a person interested in effecting a purchase;
loading the lead into a lead processing portion;
assigning the lead to a sales agent upon determining that the sales agent has a leads credit balance above a minimum value, the leads credit balance being automatically generated by the lead processing portion based on leads that an agent has converted to sales and a number of new leads that the agent has obtained, the converted leads adding to the lead credit balance and the new leads detracting from the lead credit balance; and
outputting the lead information over the network environment to a lead distribution portion, so as to be accessible to the sales agent.
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Accused Products
Abstract
The invention provides systems and methods for processing sales leads. Illustratively, the invention provides a method of assigning sales leads in a network environment, the sales leads relating to persons interested in effecting a purchase, the method comprising: obtaining a lead, the lead including lead information relating to a person interested in effecting a purchase; loading the lead into a lead processing portion; determining if the lead is auto-assignable; assigning the lead to a sales agent; and outputting the lead information over the network environment to a lead distribution portion, so as to be accessible to the sales agent.
38 Citations
18 Claims
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1. A method of assigning sales leads in a network environment, the sales leads relating to persons interested in effecting a purchase, the method comprising:
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obtaining a lead, the lead including lead information relating to a person interested in effecting a purchase; loading the lead into a lead processing portion; assigning the lead to a sales agent upon determining that the sales agent has a leads credit balance above a minimum value, the leads credit balance being automatically generated by the lead processing portion based on leads that an agent has converted to sales and a number of new leads that the agent has obtained, the converted leads adding to the lead credit balance and the new leads detracting from the lead credit balance; and outputting the lead information over the network environment to a lead distribution portion, so as to be accessible to the sales agent. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
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Specification