video1.0<iframe src="https://www.loom.com/embed/3202d6a4f1a64eb294fc4486b47b0f40" frameborder="0" width="1062" height="796" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>7961062Loomhttps://www.loom.com7961062https://cdn.loom.com/sessions/thumbnails/3202d6a4f1a64eb294fc4486b47b0f40-00001.gif254As a PBM if you are confirming the routing to the partners the account is set to in “Manual Intercept” This means the when a lead comes into HP Lead Assign you will be alerted there is a lead that needs your attention. This makes the process of routing leads manual which requires your involvement to move them to a partner. Clicking on the lead opens the Action Pane. The Action pane indicates where the lead is expected to go if it was in automatic mode. Routing the lead offer to the partner is as easy as clicking the “run” button. Clicking run also ensures the agent receives a lead offer to accept, and the lead to go to the next agent if the first does not accept in the allotted time. Having your partners accept a lead is proven to increase lead velocity and their lead pursuit actions. If you wish to route the lead to a different partner that is currently identified, click the “Manually Assign button. This will launch a popup pane wth the ability to send the lead directly to a partner. Deselect the “Admin” and “Editor” selector then in the drop down field you can either type the partner name or select one from the dropdown. Click OK, then confirm your selection and the lead will be automatically sent to the partner. The drawback with this approach is the partner is assigned vs. Accepts the lead, as opposed to using the “run” capability, leads that are assigned are proven to have less velocity and lower feedback from partners. After viewing, return to the HP PBM user guide https://leadassign.com/hp-PBM-lead-assign-user-guide/