Lead Assignment & Distribution Automation

Automatic Round-robin assignment of work items

Assign records based on individual capacity

Overview

Lead Assignment and Distribution Automation is a productivity app that enables systematic allotment/assignment of leads to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads and customer queries in an organized way. This ensures fair distribution of workload within each team. Automated distribution and assignment improves efficiency which results in higher level of customer satisfaction and in turn higher ROI.
Dynamics 365 v9.x and Above
On-Premises and Online

Available on Microsoft Appsource

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