How Non-Territory Leads Work and How to Claim Them
- When an event request form is submitted that does not fall into any franchisee’s territory, the deal will enter the Inbound pipeline stage of the corresponding state’s pipeline. The temporary owner of the deal will be set to New Inbound Lead
- At this time, franchisees in that state will receive a Hubspot notification alerting them that a non-territory deal has been submitted, and that it is available to be claimed in 30 minutes.
- Franchisees are encouraged to take the time between when a deal has been submitted and when it is released to be claimed to look into the details of the deal and determine whether they have the bandwidth to claim it
- Once the 30 minutes is up, the deal will be unassigned from the New Inbound Lead owner, and can be claimed by franchisees. Claiming is first-come-first-served.
- If there is any question as to who claimed a deal first, the deal’s property history for Deal Owner can be checked.
- The log in property history will provide a timeline to determine who claimed a deal first
- If there is any question as to who claimed a deal first, the deal’s property history for Deal Owner can be checked.
- Properties to look for before claiming leads:
- Event Date
- Event time, if provided
- Event location
- Whether the deal is a pre-paid or retail event