Lead Assignment and Distribution Automation InfoCentre

Automate Distribution of Dynamics 365 CRM Leads with Round Robin & Capacity Algorithm

Round-Robin assignment and allocation of records amongst the team members is a common need to avoid cherry picking which is a huge concern among the sales and service teams. Lead Assignment and Distribution Automation app systematically allocates or distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. The app ensures fair distribution of workload within each team by honoring their individual capacity. Automated distribution and assignment improves efficiency resulting in higher sales and profit.

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