Inogic Lead Assignment and Distribution Automation 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

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Free Trial:
Yes

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Company Details

Company:
Inogic Tech
Year Founded:
2006
Headquarters:
India
Website:
www.inogic.com
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Media

Play Video Distribute Work Items in Round Robin fashion Assign Work Items Monitor and analyze Work Items
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Webinars
Training Videos
Customer Support
Business Hours
Online Support

Inogic Lead Assignment and Distribution Automation Features and Options

Lead Management Software

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

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