What are Lead Types?

• A Lead Type is a sub-category/product of the Lead Group.
• The Lead Group is the main category/product and sets what information can be captured - so all Lead Types should use the same fields.
• Example 1: Insurance (Lead Group) > Motor, Motorbike (Lead Types)
• Example 2: Holidays (Lead Group) > Sun Destinations, City Destinations (Lead Types)

Adding a Lead Type

• Go to: Settings > Lead Groups > Add New Lead Type
• Give the lead type a name and a description.
• Set referral options by clicking Show Partner Referral Settings.

Partner Referral

• Lead types are not referable by default — you must enable the referral option.
• Referral Method - four delivery options:
  • Deliver Immediately - distributes leads as they are received.
  • Deliver Manually - refer the lead to a specific partner.
  • Set Appointments - enter an appointment date and time when pressing Refer.
  • Telephone Transfer - used for Hot Key Transfers.
• Note: All delivery options are subject to Partner Referral & Distribution Rules.

Lead Type Default Cost

• Sets the amount a partner is charged for the lead.
• Applies to partners who add the Lead Type via Self Service from their account.
• Cost per partner can be set, and the default cost can be prevented for individual partners in the Partner Referral Settings.

National Cost Variation

• Sets a lead value used when referring to a partner with National Targeting for that lead type.

Referral Scope

• Sets how many times a lead can be referred.
• Always allow referral to multiple partners ticked - a sub lead is created for every referral.
• Unticked - a sub lead is created only for each referral after the first.
• Also applies to Set Appointments: refer to multiple partners, each with its own appointment date and time.

Restrict Location Targeting

• Restricts the Location Targeting a partner can select when adding the lead via Self Service.
• Local - partner can only select local areas.
• National — partner can select all Post Codes.

Allow Partner Self-Service

• Lets a partner add the lead type to their Referral Setup via their portal.

Require FCA Authorisation

• Prevents partners receiving this lead type unless they have an FCA Authorisation number in their Partner Details.

Conditional Filtering

• Conditional Filters restrict which leads are placed within the lead type.

Lead Actions

• Add Lead Actions to perform simple single actions based on different events.
• Examples: an auto responder, or starting a workflow.