Automated Actions Configuration

For increased efficiency, configure incoming leads to process without user interaction (rather than requiring users to import them into your system manually). You can configure some or all incoming leads to process automatically based on their Initial Quote Status, or require manual processing for all leads with a given status. All leads are sent to the Leads Inbox, including leads configured for automatic import. Users can process leads manually from Leads Inbox if they fail to import automatically (as well as reviewing leads that have imported automatically).

You can also automate the process of archiving leads from Leads Inbox after a specific period of time and determine when leads are purged to reduce clutter, comply with your organization’s data security standards, and act in accordance with other requirements and best practices.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Leads Inbox on the navigation panel or Areas > Leads Inbox on the menubar.
3. Click Automated Actions on the navigation panel.
4. From here, you can manage automation for the following processes:
• Automated Import

  Your checkbox selections for all automated actions and your Send to Database selection are saved automatically. If your organization has multiple databases (for example, if you have an additional database for training), these selections are copied to your other databases and display just as they do here.

  1. Select the checkbox for each Initial Quote Status for which you want incoming leads to import automatically.
  2. You must specify a database for automated import, as there is no opportunity for a user to route automatically imported leads to a specific database. If your organization has only one database, it defaults in the field. Otherwise, select a database from the Send to Database dropdown menu.
• Automated Archive

  The Automated Archive utility runs nightly and archives all Open leads with an Entered Date older than the number of days specified here. Archived leads remain in Leads Inbox, although they are hidden by default. Users can access them using the Archived view filter option and restore them to the Open status if necessary.

  Enter the number of Days until lead is automatically archived.

  Entering a number enables the archive utility. To disable automated archiving, leave the field blank.

• Automated Purge

  The Automated Purge utility runs nightly. It permanently removes leads (regardless of Lead Status) with an Entered Date older than the number of days specified here (between one and 365).

  Revise the number of Days until lead is automatically purged if necessary.

5. Click Finish to save your changes.
   
   Click Cancel to exit the screen without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.