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Lead Distribution
Efficiently distribute leads to your team, ensuring every lead is promptly assigned to the right agent, increasing chances of conversion and driving business growth.
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Ranked #1 CRM
Enterprise Usability Index
G2 Winter 2024
Advanced distribution rules
Distribute leads evenly among team members using a round-robin algorithm, ensuring a fair distribution of workload
Dynamically allocate leads based on lead segmentation using smart distribution
Powerful automations
Automate the distribution of leads at predefined times or intervals
Automatic distribution of leads based on predefined triggers or event
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Flexibility & control
Define lead distribution limits per agent, allowing customization by duration (daily, weekly, monthly)
Override lead distribution quotas for agents as needed, ensuring flexible management of lead allocation
Simplified supervision
Assign managers & agents simultaneously for seamless supervision and execution
Enable notifications to alert both managers and agents upon lead assignment
Maximizing Efficiency, Conversion, and Equity
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Improved efficiency
Distribute leads swiftly and efficiently, saving time and reducing manual workload for your team
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Conversion-driven
Distribute based on geography, expertise and skill set, maximizing chances of success
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Fair distribution
Distribute leads using a fair and transparent process, preventing leads from falling through the cracks
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