Overview
Lead Assignment and Distribution Automation is a productivity app that systematically allocates or distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. This app ensures fair distribution of workload within each team by honouring their individual capacity. It helps managers to allocate and distribute workloads in an organized way. With automated distribution and assignment, Lead Assignment and Distribution Automation helps to the improve efficiency of Dynamics 365 users resulting in higher sales and profit.
Recent Updates
- Support to set user availability for assigning Leads (or other entities)
- Support to set period for assigning records
- Set the sequence of the users to whom the records are assigned
- Even distribution of Leads using Round Robin Algorithm
- Assign Leads on the basis of individual capacity of each user
- Set order for multiple assignment rules defined on one Entity