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Lead Assignment and Distribution Automation
What's New!
Installation
Getting Started
Prerequisite
Configuration
Features
How-to-Guides
Uninstallation
FAQs
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
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What's New!
Version 9.0.0.15
Features
Support to set user availability for assigning Leads (or other entities)
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Version 9.0.0.7
Features
Support to assign work items based on period (Daily, Weekly, Monthly)
Version 9.0.0.0
Features
Supports OOB as well as Custom Entities
Fair distribution of Leads with Round Robin algorithm
Assign leads depending on individual user capacity
Set the sequence of the users that the records are assigned in
Queue and assign Leads based on Round Robin algorithm
Allot pending assignments and awaiting Leads on-demand or through waiting workflow
Set Priority or Criteria while assigning Leads
Monitor and Analyze distribution of Leads with Dashboards
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Lead Assignment and Distribution Automation
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Contents
Version 9.0.0.15
Features
Version 9.0.0.7
Features
Version 9.0.0.0
Features