Automatically Assign Leads to Sales Executives
R
Rohan Maini
We get leads from multiple sources and different locations. We have dedicated sales representatives for each location and lead source.
Currently, as a manager, I need to assign these leads manually to each sales representative, which takes a lot of time and is inefficient.
leads should be automatically assigned to all sales representatives in a round-robin pattern
S
Shivam From Refrens
Merged in a post:
How can i assign a lead to my team directly at the time of creating a lead
Shabeer Tradeasy
S
Shivam From Refrens
Merged in a post:
Workflow for lead management
Omkar Aher(Digital Developement Manager)
I want a workflow to manage leads coming from different sources (e.g., IndiaMART, Meta, website, referrals), so that I can automatically assign leads to my team members based on predefined percentage distribution per source, allowing for better workload management and quicker response times.
This automation will reduce manual workload, ensure fair distribution of leads, and improve lead response time, increasing conversion rates and customer satisfaction.