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Lead Assigner
Round Robin Lead Assignment across teams
Overview
Lead Assigner provides Salesforce administrator easy to configure and manage teams and Round Robin Lead Assignment mechanism, ensuring leads are evenly distributed and addressed in timely manner.
Create Teams across various time zones and shifts
Uniform distribution of leads to the right team members
Cater to part time team members and out of office scenarios
Lead Assigner helps you to assign leads in Round Robin fashion within a Queue. It provides Admin with an option to create Shifts (Teams) based on Lead Type and business hour, linked to a Queue. The system ensures even distribution of leads to Queue Users within the shift. • Assign leads in Round Robin fashion. • Improved turnaround time by assigning Leads to logged-in users only. • Flexibility to add/remove users permanently or temporarily from assignment. • Can be configured to execute rules on specific day of the week to handle part time users working on leads. • Improved workload balance among sales representatives. • Improved productivity as user does not need to manually assign or pick up Lead
Categories
- Business Needs
- Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package