Efficient Lead and Deal Routing with Kylas Marketplace App

Overview

Kylas Routing Engine application helps users to route Leads and Deals in the system to various users based on certain rules. Kylas users can set up routing rules to re-assign Leads to the correct owner based on certain criteria such as City, Product or Source. Users can create multiple such rules to re-route Leads and Contacts automatically.

How will It work?

Kylas Routing Engine app helps you to setup routing rules in the system in order to reassign entities to various users in a round-robin order to keep the whole team equally occupied with minimum manual efforts. Follow the steps given hereafter to set up the application.

Kylas API key:

Enter the Kylas

Click on the ‘API Key’ section and enter the Kylas api key. Click here to find the Kylas API key.

Manage Users:

In order to reassign in round-robin order you can add your Kylas users in the Kylas routing engine application by following these steps:

Click on ‘Manage Users’ section on the application
Click on ‘Fetch users’
Refresh the page after a few seconds.
The application will fetch all Active users of your Kylas account.
You can ‘Activate’ or ‘Deactivate’ users in the Routing engine app separately to consider them for routing.

Add Routing flow:

You can define the rules by which you would like to route the entities:

Click on ‘Routing Flow’ section under the Routing engine application
Click ‘Add Routing Flow’ button shown on the top right-hand side
Enter the Flow Name and Description
Choose Entity type, Trigger and Status
Click on ‘Add routing Rule’ button under the section ‘Set routing Rules’
Enter the Name of the rule
Specify the conditions on the basis of which you would like to route the entities to different users e.g. City equals ‘Mumbai’
You can put multiple such conditions and combine them with logical ‘AND’, ‘OR’ operators.
Choose the name of users among whom you would like to reassign the entities in round robin fashion
Set the look back window in days, the look back window is a period in number of days that the system will consider to check the number of entities assigned to the selected users in order to see who has got the minimum number of entities.
e.g. if there are three users added in the routing rule, A, B and C. and look back window is set to 3 days. Whenever a new entity e.g. Lead is created, then the system will check how many Leads have been assigned to all three users in last 3 days and the new Lead will be assigned to the user who has got minimum Leads.
You can add multiple such Rules under one flow
Rules will be evaluated in their priority order and whichever rule gets satisfied based on condition, gets executed. And other added rules are ignored.
You can drag and drop the rules in different order to change the priority.

Routing Logs:

You can see the history of entities assigned by different rules in routing logs that are maintained within the application for 30 Days.

Click on ‘Routing Logs’ section of under the application
On the Routing logs page, you get to know about the details of each entity, which rule it satisfied, name of the old Owner and new Owner.

Quick Links

Install Now

Permissions

It requests the following permissions:

Pipeline:
Read
Products-services:
Read
Company:
Read All
Lead:
Read, Update
User:
Read
Deal:
Read, Update
Contact:
Read, Update
Search List:
Read

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas Routing Engine

Overview

How will It work?

Kylas API key:

Manage Users:

Add Routing flow:

Routing Logs:

Quick Links

Permissions

It requests the following permissions:

For Sales Manager:

For Sales Reps:

Kylas Routing Engine

Overview

How will It work?

Kylas API key:

Manage Users:

Add Routing flow:

Routing Logs:

Quick Links

Permissions

It requests the following permissions:

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5000+ growing businesses have
signed up for Kylas!