Leads may not be routed for variety of reasons. Check them one by one in order:
- Lead router must be “Active” for lead routing to work. Check the LeadAngel Lead Router configuration page to turn ON/OFF lead router.
- For leads to be routed, it must be first assigned to “LeadAngel Queue” (in Business edition), or the queue of your choice (in Enterprise edition). Once LeadAngel finds lead in designated queue, leads will flow through the assignment rules.
- Confirm that lead qualifies for least one of your assignment rule. The sales rep must have an active salesforce profile for a lead to be assigned to him/her
Example, if you have setup only to assign leads to account owners, and the account owner is not active, then the lead will be sent to next assignment rule. If there is no next assignment rule (or lead does not qualify for next assignment rule), then lead will stay unassigned, and re-assessed regularly until an active owner is found.