Auto Disqualification Rules
Let's say we ask for CRM on our form and we only want to let people book a meeting if they choose 'Salesforce', and if they choose anything else, we don't want to let them book a meeting.Right now, we have to put a rule in every queue associated with this router to say 'CRM = Salesforce', and that means updating a ton of different queues as we have queues for every territory.It would be much more efficient if we could build a 'Disqualification' queue where we could just say 'If CRM isn't Salesroce', don't show the ability to book a meeting. We could then put this queue first in our priority list so that anyone who met the criteria of 'CRM not equal to Salesforce" would immediately be disqualified.
Wyatt Tucker
shared this idea
With the Flow builder view, you can put one rule at the top of the flow that will disqualify anyone for specific qualifications then build out the rest fo your routing. Gif attached!
