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ease
features
design
support

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Description

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

Description

Smart Assignments and Rotations for Jira is an add-on from the Atlassian Marketplace that streamlines the ticket assignment process in Jira and Jira Service Management by leveraging customizable rules tailored to specific team needs. This tool empowers organizations to set up assignment guidelines based on a variety of criteria, including time zones, team availability, shifts, skill sets, functional areas, and user-defined conditions, thereby facilitating the automatic routing of tickets to the most suitable team member without any need for manual handling. Designed specifically for high-demand service and support settings, it alleviates the burden of constant ticket management and oversight, thus minimizing operational challenges by ensuring a smooth and consistent distribution of tasks. Additionally, it enhances workload balancing by assigning jobs according to logical criteria instead of subjective judgments, fostering a fair environment and mitigating problems like ticket cherry-picking or disproportionate workloads among teams. Ultimately, this tool not only increases efficiency but also contributes to a more equitable and organized work atmosphere.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects
Amazon Web Services (AWS)
Atlassian Clover
Jira
Jira Service Management
Microsoft 365
Microsoft Dynamics 365
monday AI work platform

Integrations

AXIO Advanced Projects
Amazon Web Services (AWS)
Atlassian Clover
Jira
Jira Service Management
Microsoft 365
Microsoft Dynamics 365
monday AI work platform

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Trundl

Founded

2014

Country

United States

Website

trundl.com/products/smart-assignments-and-rotations-for-jira/

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Alternatives

Q-assign Reviews

Q-assign

Ortoo

Alternatives

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