Fair Game is a tool to help prevent lead hoarding and give other sales reps the opportunity to sell to a prospect. Typically a sales rep can only manage so many prospects at a given time. Fair Game establishes rules for when a lead or prospect can be up for grabs to other sales reps. Basically, these are rules that establish when a lead or prospect can be taken by one rep from another.
What Determines Fair Game? #
Fair Game is determined by the last date of activity by the user who owns the account. This includes:
- Logged phone calls.
- Individual emails.
- Appointments.
- The date of the last insertion on the account.
Note: Mass campaigns sent by any user do not count as activity.
Note: Your calendar must be integrated in order for meetings to count towards fair game.
Enabling Fair Game #
Only Administrators can enable Fair Game settings via the System Settings.
- Click on your Profile Picture in the bottom left-hand corner of the screen.
- Select System Settings.
- Click General Settings.
- Navigate to the Sales Section of the General Settings window. Here you will configure the period of time that must pass before an account is considered Fair Game. If you configure both fields, then both rules must be past the configured dates for the account to be claimed.
- Click the Save button when you are satisfied with your selections.
Note: Fair game updates on a nightly basis. Statuses are not updated in real time. Users can claim a new Fair Game account, but to keep it, they must complete qualifying activity on the lead.
Identifying a Fair Game Account #
To identify which accounts are fair game, click Accounts using the left-hand navigation menu. Then:
- Click the Filter button located at the top of the page.
- Select Yes from the Fair Game drop-down menu to see your fair game accounts.
- You can also enable the Fair Game column header by clicking the column header filter button and selecting Fair Game.
Claiming a Fair Game Account or Lead #
To claim a Fair Game Account or Lead:
- Go to the Accounts Page
- Click the View button next to the Fair Game account of your choice.
- Select Claim Account at the top of the screen.
