US 11,682,024 B2
Dynamic contact management systems and methods
Desmond Von Teichman, Thornbury (CA); Thomas Andersen, Meaford (CA); and James Palmer, Meaford (CA)
Assigned to LeadAssign Corporation, Toronto (CA)
Filed by LEADASSIGN CORPORATION, Toronto (CA)
Filed on Apr. 15, 2022, as Appl. No. 17/659,366.
Application 17/659,366 is a continuation of application No. 15/929,275, filed on Apr. 21, 2020, granted, now 11,308,501.
Application 15/929,275 is a continuation of application No. 14/951,905, filed on Nov. 25, 2015, granted, now 10,628,830, issued on Apr. 21, 2020.
Claims priority of provisional application 62/083,942, filed on Nov. 25, 2014.
Prior Publication US 2022/0245646 A1, Aug. 4, 2022
Int. Cl. G06F 16/00 (2019.01); G06Q 30/01 (2023.01); G06F 16/245 (2019.01); G06F 16/28 (2019.01); G06F 16/93 (2019.01); G06F 16/27 (2019.01)
CPC G06Q 30/01 (2013.01) [G06F 16/245 (2019.01); G06F 16/27 (2019.01); G06F 16/285 (2019.01); G06F 16/93 (2019.01)] 20 Claims
OG exemplary drawing
 
1. A method comprising:
establishing a set of rules to be stored upon a server, the set of rules comprising:
a first rule of a plurality of first rules each associated with at least one of a specific tag type and a specific tag value; and
a second rule of a plurality of second rules each relating to a portion of an internal organization and a group of personnel; wherein
each tag of the plurality of tags is established in dependence upon at least one of a format of a plurality of formats and a lead source of a plurality of lead sources;
each lead source of the plurality of lead sources is associated with a different communication format;
the set of rules mediate the distribution of a related set of data where each related set of data is established in dependence upon a set of received data and at least a tag of a plurality of tags;
the set of received data is stored upon at least one of another server and a memory accessible to the server; and
the stored set of data was received in the format of the plurality of formats from the lead source of the plurality of lead sources.