Audience
Dynamics 365 users
About Inogic Lead Assignment and Distribution Automation
Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit.
Entity Support: Supports OOB as well as Custom Entities
Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
Capacity: Assign Leads depending upon the individual capacity of each user
Rules: Create multiple assignment rules for different selection criteria of the Leads
Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules
Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement
Period: Set period to assign work items based on period
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Inogic Tech
Founded: 2006
India
www.inogic.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Phone Support
Online
Inogic Lead Assignment and Distribution Automation Frequently Asked Questions
Inogic Lead Assignment and Distribution Automation Product Features
Lead Management
Activity Tracking
Lead Capture
Lead Distribution
Campaign Management
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
