FEATURES

Lead Assignment Distribution & Automation Dynamics 365 records

Lead Assignment Distribution & Automation supports OOB as well as Custom Entities

Lead Assignment Distribution & Automation Dynamics 365 records

Distribute Leads evenly among the team using Round Robin Algorithm

Assign Dynamics 365 records

Assign Leads to the team depending upon the individual capacity of each user

Assign Dynamics 365 records

Create multiple assignment rules and assign it to the users in Queue

Assign Dynamics 365 records

On demand assignment of records to users depending upon the assignment rules

Dynamics 365 Auto Assignment solution

Set order for multiple assignment rules defined on one Entity

Dynamics 365 Workload balance

Monitor and analyze the number of Leads assigned to each team member with the help of Dashboards

Dynamics 365 Workload balance

Assign already existing Leads in CRM to respective team members using Run Assignment button

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