To understand the flow in a simple way, let’s take a look at the following flow chart-
Let’s understand the flow in detail-
Two cases
New Lead
Existing Lead
1. New Lead
As soon as an Agent pushes the lead, an OTP is generated for the applicant to accept. If the OTP is generated, the lead gets created and is marked as Successful. Wherein when the OTP verification is done and the lead is verified then it is marked as Genuine.
(Note: There is a configured time span of 10 days maximum. Within these 10 days Agent has to get the lead verified.) Within 10 days span if any other agent tries to bring in the same lead there will be an error message “This lead is already present in the system”.
Now let’s say the agent is not able to get the OTP verified within the configured time span then after this, if the agent again tried to upload it, this won’t be counted as the new lead but the time span will be the same.
2. Existing Lead
Two cases:
1. If some other agent has got the leads and the lead is existing in the system
2. Existing lead is in the system via some other source e.g. Google, Shiksha, etc.
1. If some other agent has got the lead and it is existing in the system
Let’s say, Agent 2 is working on a lead and Agent 1 has tried to upload the lead within the configured time span of 10 days of Agent 2, an error message will show “The lead already exists in the system”.
If those 10 days have passed then first check whether the application has been submitted by the applicant and the payment is approved or not. In case of payment approved an error will pop up, therefore, Agent 2 will not be given attribution. In case payment not approved after the configured time, lead can get assigned to agent 1 and the flow will be the same.
2. Existing lead is in the system via some other source e.g. Google, Shiksha, etc.
The same flow will be there for the existing lead in the system as above.