Lead Assignment Rules are your first line of defense. When a new Lead comes in, your assignment rules automatically spring into action to push your new potential business to the right people instantaneously. If you’ve been following the blog for a while, you’ve seen a couple solutions for making your Assignment Rules amazing tools using round robin or location based assignment. But what if you need something simpler, need something that easily lets you account for people who are out of the office, or simply need a tool to take charge when your assignment rules fail? You need to check out Round Robin Lead Assignment!
This Round-Robin Lead Assignment solution is simple and powerful. The lead recipient pool is easy to define and manage, and the Management Console view enables you to account for out-of-the-office users and drive lead allocation goals.
Check out this awesome, free app today and supercharge your Assignment Rules!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.