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O-Success Sales Management
Advanced auto lead and opportunity assignment during sales process
- Business Need
- Productivity
Multiple teams round robin lead assignment strategies for sales teams with configurable business logic. Auto revoke/reassign lead and opportunity if it's no-action KPI management with real time revenue, comparing to quota per product and sales
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Showing 5 of 5 Reviews
User guide please!
Hi, I found your app and it looks perfect for my needs. I installed it correctly but now"I am not able to understand where to go to set it. Someone can help me? Thank's
Trigger not firing
The setup was extremely simple, however, the actual lead assignment is not triggering. What could be keeping it from firing?
Very helpul for sales management
Look forward for your user guide and support.
Cool features
Easy to setup rules for our KPI target, it's working fine till now but I think you should include some document or tutorial to kick start new user.
Not able to install the package.
When trying to install it, it asks for free trial and when click on it, it takes us back to signup screen. Weird and unexpected behavior. Please check and guide If we are missing anything. This is a bad customer experience. If product is under maintenance, please mention that as well. Hope to get the response asap.
Thanks for your review. That's what we are requesting from product team.