The Pipeline Threshold feature can be configured to temporarily halt lead distribution to a user who has too many leads in a given status. The best practice for this feature and it’s most common use would be to apply a threshold to the number of leads a user is allowed to have in the New status. Limiting the number of leads a user has in the New status enables Administrators pause the flow of new leads to users who are not managing their current pipeline effectively. Pipeline Thresholds allow administrators to eliminate bottlenecks that overwhelmed users might otherwise experience.

The Pipeline Threshold is related to User Max Leads setting that appears on the Distribution Settings Page but it is not the same. These two settings work the together to control the flow of leads to users. The User Max Leads setting allows administrators to set how many leads from a given campaign will be distributed to a user per number of minutes, per day, or per month. The User Max Leads settings control the flow of leads that are associated with a given campaign while the Pipeline Threshold puts a ceiling on the total number of leads that can be distributed to a user.

How it Works

Once a Pipeline Threshold has been set for a user, each time lead distribution occurs the system will check this setting to determine if the threshold has been reached.  If the user currently owns more leads than their threshold dictates, additional leads will not be distributed to that user.  Once the number of leads has been reduced below the threshold level, lead distribution will resume normally. Note that manual lead assignment is not subject to pipeline thresholds (i.e., you can always manually assign leads to a user).

To Setup a Pipeline Threshold

In order to use this feature, you’ll need to complete a few simple steps.

3.       On the User level Distribution Settings page you can see a list of current thresholds for the selected user. Click the Set Pipeline Thresholds link to edit this information.

User Level Distribution Page

4.       On the Pipeline Thresholds page, you will see a list of current statuses with a corresponding text box.

5.       Enter a number in the text box to set the maximum number of leads that a user may have in that status (leave the text box empty for unlimited leads).

6.       Click Save when you have completed your changes.

7.       Repeat these steps for each user as needed.

Pipeline Threshold Page

Notes

·         Pipeline Thresholds may be set for each user individually.

·         Pipeline Thresholds are applied to automatic leads assignment from all distribution programs; however manual lead assignment is always allowed.

·         It is recommend that you start by setting thresholds for New leads first and expand the settings as needed.