Dataflow for Lead statuses (data layers) lets you visualize Lead status changes that sales reps carry out in the field.
Let's say your Salesboard organization has a Lead status, named Not at home. Every time a sales rep starts this assigns this status to a Lead, he/she can be granted an activity report in SalesScreen, which can be tracked through competitions and celebrated through gamification. This is done by setting up a dataflow for Not at home in SalesScreen.
Your Salesboard organization must have created at least one Lead status. Your SalesScreen organization must have created at least one Product of the Activity report type.
We'll illustrate how to set up the dataflow for a specific Lead status through an example.
Create new dataflow
In the Salesboard integration dashboard, click on Lead Data Layer.
The Lead Data Layer integration dashboard will be presented to you. You'll notice that all the Lead statuses that exist in your Salesboard organization are listed on the far left side.
The process of setting up dataflow for a Lead status is very quick. Simply locate the Lead status that you want to visualize through activities in SalesScreen. Proceed to choose an activity product from the corresponding Product dropdown menu, as seen in the following image.
Notice that we've chosen the product Not at home for the Lead status named Not at home. The Is active box on the far right is automatically checked to symbol that the dataflow is currently active.
Remember to click Save to store the changes you've made.
From now on, a sales rep that changes the status of a Lead to Not at home on his/her tablet device will be granted an activity report in SalesScreen with the product Not at home.
The activity report becomes visible in SalesScreen within 5 minutes after the sales rep set the status — given that his/her device is connected to the Internet. Otherwise, the report won't show up until the data from the device has been sent to the Salesboard cloud.
To disable the dataflow for a given Lead status, simply uncheck the Is active box on the far right. Alternatively, you can choose the Optional value from the Product dropdown menu.
You can set up one dataflows where a certain Lead status is mapped to a certain SalesScreen activity product, as seen in the following image.
You can only set up one dataflow per Lead status. However, you can have different Lead statuses grant activity reports in SalesScreen with the same product, as seen in the following image.