Related Owner - Lead Matching

This feature is available on the Advanced & Ultimate Tiers. Learn more

Once you have configured Lead Matching, you will need to configure Related Owner distributor to take advantage of the feature. 

 

 

  • Assign using related object - This is the first Object you want a new lead to be checked against. You will want to pick from the DE Matched Lead, DE Matched Contact, and DE Matched Account options. 
  • Using <Object> Field -  This is the Lookup field on the matched object that you want to use as the owner of the new lead. 
  • Otherwise use related object - This is an option setting to allow you to choose a secondary object to lookup to, if there is not a match for the first object.
  • Using <Object> Field -  This is the Lookup field on the secondary matched object that you want to use as the owner of the new lead. 
  • Assign if user is unavailable - If checked, assignments will still be sent to the matching user when they are out of office or outside of shift hours. 
  • Assign if user is toggled off in widget - If checked, assignments will still be sent to the matching user when they are toggled off. This is auto-checked if the above option is checked. 
Team Member Filtering and Team/Distributor Level Capping  are not available for this type of distributor 
Holidays scheduled for a Team are respected and not ignored as part of ignoring availability.

Distributor Filtering

You may want distributors to only assign Leads that have a specific matched Account Type.  We provide filter options for this scenario. This will cause the distributor to only look at leads in which the matched account type matches the value entered:

 

Distribution Logs

Records that are distributed via the "Related owner" Algorithm will be marked with a related owner icon in the Distribution Logs:

How did we do?

Duplicate Rule Setup

Lead matching vs lookup owner

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