Overview The Lead Assignment system automatically distributes Website Organic and Paid leads to the appropriate Business Head or Ruloans HO based on predefined City and State mapping rules. When a lead is generated, the system evaluates the lead’s location details and checks the configured mapping to determine the responsible owner. This automation ensures faster lead allocation, regional ownership, balanced workload distribution, and prevents manual intervention in the lead routing process.Documentation Index
Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
Use this file to discover all available pages before exploring further.
Website Paid Lead assignment
When a lead enters the system with UTM parameters from it is considered as a website paid lead.Acceptance Criteria
- UTM main source is Website Paid
- DSA Consent is given or not given both
- No Salesperson Assigned
Other Lead Sources assignment
When the lead enters the system without any utm parameters for any main source.Acceptance Criteria
- Lead is not Referred
- UTM main source is not Website Paid
- DSA Consent is given or not given both
- No Salesperson Assigned
City/State Based Lead Mapping to Business Heads
Assign leads on the basis of list provided for different Business Heads for their regions for smooth operations.Acceptance Criteria
- Residential address is given
- City & State match mapping list
- Business Head = Nagendra / Amit / Balkrishan
- Joining Date is less than or equal to Lead Date
- Assign to respective Business Head
Existing Partner Check
If a lead has an existing partner there will be no change in the partner mapping.Acceptance Criteria
- If DSA has existing partner
- Do not override or reassign
Other Business Heads
If the City/State entered does not match the list under mapped Business heads.Acceptance Criteria
- Business Head not in mapping list provided
- No other partner selected
- Assign to Ruloans HO