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With Lead Assignment and Distribution Automation app for Dynamics 365 CRM/Dataverse (Powerapps) you can automate or distribute work items such as incoming leads or cases across team members by using round robin and capacity algorithm. This will improve efficiency of sales team, boost sales and increase profit.
To know more, please register for our Live webinar for a demo of how this works and can you help you increase productivity.
So, don’t wait! Book your seats now!
Wednesday, 16th June 2021 | 11 am EST
In this webinar, we will present how you can assign and allocate records amongst the team members by using assignment rules. This will help you to avoid cherry picking and mismanagement which is a huge concern for any organization.
In this session, you will be introduced to the following key features of Lead Assignment and Distribution Automation:
- 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.
- Time-Based Assignment Model: Assign maximum number of leads to sales reps on daily, weekly or monthly basis.
- Assignment Rules: Create multiple assignment rules for different selection criteria of the Leads.
- Order: Set an order for executing assignment rules to allot & distribute Leads as per your requirement.
- Sequence: Set a sequence of your choice based on which Leads will be assigned to the users.
- Dashboards: Monitor and analyse the number of Leads assigned to each team member with the help of Dashboards.
So, let’s explore together these amazing features of Lead Assignment and Distribution Automation app with our team of solution experts.
All you have to do is just click on the Register button for this upcoming webinar.
Feel free to mail us at [email protected] if you need another personal demo on how this can be implemented in your organization.