Inogic Lead Assignment and Distribution Automation
Overview
What is 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 and customer queries in an organized way ensuring fair distribution of…
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What is 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 and customer queries in an organized way ensuring fair distribution of workload…
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- Premium Consulting/Integration Services
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Product Details
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What is Inogic Lead Assignment and Distribution Automation?
Inogic Lead Assignment and Distribution Automation Features
- Supported: Entity Support: Supports OOB as well as Custom Entities
- Supported: Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
- Supported: Capacity: Assign Leads depending upon the individual capacity of each user
- Supported: Rules: Create multiple assignment rules for different selection criteria of the Leads
- Supported: Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules
- Supported: Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement
- Supported: Period: Set period to assign work items based on period (Daily, Weekly, Monthly)
- Supported: User Availability: Set availability status of users to easily assign incoming Leads (or other entities) to available users
Inogic Lead Assignment and Distribution Automation Screenshots
Inogic Lead Assignment and Distribution Automation Video
Inogic Lead Assignment and Distribution Automation Competitors
Inogic Lead Assignment and Distribution Automation Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | No |
| Supported Countries | All |
