US 12,248,892 B1
Techniques for lead information sharing
Ryan Gee, Cedar Hills, UT (US); David Jones, Lehi, UT (US); and Nicholas Rosenvall, Alpine, UT (US)
Assigned to Vivint LLC, Provo, UT (US)
Filed by Vivint, Inc., Provo, UT (US)
Filed on Feb. 10, 2020, as Appl. No. 16/786,339.
Int. Cl. G06Q 10/0631 (2023.01); G06Q 10/0639 (2023.01)
CPC G06Q 10/063112 (2013.01) [G06Q 10/06398 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method, comprising:
searching, by a device associated with a setting representative, for a plurality of closing representatives for potential transmission of lead information including a lead location;
presenting, on an electronic display of the device associated with the setting representative, a user interface containing a list of the plurality of closing representatives for potential transmission of lead information;
responsive to one or more devices associated with one or more closing representatives being within a proximity threshold of the lead location, dynamically revising, by the device associated with the setting representative, the user interface to present a revised list of the one or more closing representatives, wherein revising the user interface comprises:
generating, by the device associated with the setting representative, a proximity score for each device of the one or more devices associated with the one or more closing representatives;
applying, by the device associated with the setting representative, one or more weights to the proximity scores for the one or more devices associated with the one or more closing representatives and lead-closed histories associated with the one or more devices associated with the one or more closing representatives;
generating, by the device associated with the setting representative, based on the weighted proximity scores and the weighted lead-closed histories, a closer score for each of the one or more devices associated with the one or more closing representatives;
filtering, by the device associated with the setting representative, the presented list based on a closer score threshold;
transmitting, from the device associated with the setting representative to the one or more devices associated with one or more closing representatives selected from the presented list of closing representatives, a first message indicating the lead information, the first message comprising a predefined time window for receiving a request for information of a person corresponding to the lead information from the one or more closing representatives before expiring;
receiving, by the device associated with the setting representative from a device associated with a closing representative of the one or more closing representatives selected from the list of closing representatives, a second message indicating a request for the lead information based at least in part on transmitting the first message;
in response to receiving the second message outside the predefined time window, ignoring the second message unless the closing representative is designated as a favorite closing representative; and
in response to receiving the second message within the predefined time window, transmitting, from the device associated with the setting representative to the device associated with the closing representative, a third message indicating that the closing representative is selected and comprising the lead information.