Leads Workspace Overview #
When a new lead is available, it is marked as assigned, and your lead buyers receive notifications. You can:
- Set deadlines for buyers to accept or decline leads.
- Configure assignment prompts via email or SMS through integration with Twilio.
- Customize email notifications sent to lead buyers and leads themselves.
Workflow Management #
Traleado allows you to build customizable workflows to track lead progress:
- Strict Mode: Buyers must follow defined workflow stages sequentially.
- Flexible Mode: Buyers can move leads freely between stages.
- Auto Follow-up: Prompts buyers to regularly update lead statuses.
Managing Partners and Preferences #
The Partners tab lists all your lead buyers. If you’re primarily selling leads directly on the Traleado marketplace, you may not use this extensively. However, for direct client assignments:
- View partners’ service areas to match leads effectively (e.g., a buyer covering Cabramatta and surrounding areas in Sydney).
- Automatically assign leads based on partner-defined preferences.
Form Configuration and Data Capture #
Forms are central to capturing and managing lead data:
- Name your form clearly for easy reference.
- Select Workspace for direct client lead assignments, or Marketplace to bypass workspace and list leads publicly.
- Categorize leads by industry to ensure correct partner matching.
- Set prices and integrate payment via Stripe Connect.
- Include required fields (name, email, address) and additional fields like phone numbers or job-specific details.
Matching and Auto-Assignment Rules #
To streamline lead distribution, set detailed matching and auto-assignment rules:
- Match leads to partners based on geographic service areas.
- Implement performance-based criteria for assigning leads.
- Use automated lead assignment to avoid manual distribution:
- Exclusive Offer: Offer leads to one partner at a time, with follow-ups if not accepted promptly.
- First Come, First Served: Offer leads to multiple buyers, with the first responder securing the lead.
- Multiple Buyers: Allow several partners to purchase the same lead, maximizing revenue potential.
- Leverage geolocation and performance metrics to prioritize lead distribution effectively.
- Automatically reroute leads if the initially assigned partner does not respond promptly.
These configurations enable seamless and efficient management of leads, significantly reducing manual work and optimizing your sales process.
Watch the leads workspace overview #
Watch lead assignment in action: #
Client Requests Workspace Explained #
The Client Requests workspace in Traleado is specifically designed to manage work orders linked directly to your clients, particularly when outsourcing tasks to external contractors or partners. While similar to the Leads workspace, there are several key distinctions:
Workflow and Job Tracking #
The workflow within Client Requests is crucial for detailed tracking of job progress. You can define essential stages such as:
- Quoted
- Installed
- Product Ordered
These stages help clearly track the status of each assigned work order.
Additionally, you can:
- Set specific timeframes for partners to accept or decline assigned work orders.
- Automate notifications to keep partners informed of new work orders.
- Enable automatic follow-ups prompting partners to regularly update their job statuses.
- Select between flexible or strict progression rules to enforce the order in which tasks must be completed.
Form Configuration and Matching Rules #
Forms in the Client Requests workspace closely mirror those in the Leads workspace but include specialized matching options:
- Match work orders to partners based on their defined service areas.
- Allow for location flexibility by setting an acceptable leeway (e.g., accepting jobs slightly outside the partner’s standard service area).
- Set minimum performance thresholds that partners must meet to qualify for new work assignments.
- Define maximum capacity limits to prevent overloading partners with too many work orders.
Auto-Assignment and Quotation Requests #
Traleado offers powerful auto-assignment features to streamline your workflow:
- Exclusive Assignment: Assign work orders exclusively to one partner at a time, with automatic reassignment if declined or unanswered.
- Multiple Partner Assignment: Offer work orders simultaneously to multiple partners, with the first responder securing the task.
- Quotation Requests: Send work orders to multiple partners to collect competitive quotes. You control how many quotes you wish to receive, allowing effective evaluation and selection of contractors.
Work Order Management #
When creating and assigning a work order:
- Partners receive immediate notifications via email and SMS, provided you have integrated your Twilio account.
- The work order card tracks detailed interactions, comments, notifications, and partner activities, providing full visibility and transparency for effective management.
This workspace type is ideal for businesses that regularly outsource specific tasks to external contractors or partners, ensuring streamlined operations and effective oversight of each job.
Watch work order assignment in action: #
Direct Requests Workspace Explained: #
The Direct workspace in Traleado simplifies managing internal tasks that require outsourcing to third-party contractors or partners, without involving external clients. It’s specifically designed for situations where your business needs regular support or maintenance, but there are no client interactions.
Key Features of Direct Workspaces #
- Internal Task Management: Easily assign tasks such as maintenance, repairs, or routine services directly to external contractors.
- Workflow Stages: Clearly define and track task progression through customizable stages, such as task assigned, in progress, or completed.
- Automated Notifications: Automatically notify partners via email or SMS when tasks are assigned or updated, ensuring prompt response and clear communication.
- Flexible Matching Rules: Assign tasks based on geographic location, partner performance, or service capacity, ensuring efficient task distribution.
- Auto-Assignment: Set up tasks to be automatically assigned exclusively or simultaneously to multiple partners, streamlining task allocation and reducing manual oversight.
Typical Use Case #
A common scenario for using a Direct workspace could be a hotel managing ongoing maintenance tasks, such as plumbing or electrical repairs. Tasks are created internally and automatically assigned to preferred contractors who then manage the jobs through clearly defined workflow stages, without direct client involvement.
