After an extended holiday break I return to talk about another vTiger
customization. Lead assignment can be a tricky business. In the simplest case,
you could choose even distribution between your sales reps. Even then, you have
to remember who was assigned the last lead. And if there is more than one
person assigning leads, coordination quickly becomes a problem.
The Round Robin lead assignment customization automatically assigns for you.
With automated lead assignment you can do more than just assign leads in
rotation. You can distribute leads by the type of lead. For example, only
distribute a lead to a sales rep in the same region as the lead. Or you can set
sales criteria for each sales rep such as a minimum or maximum number of leads
per day.
The criteria themselves are only limited to the information that you gather about
leads and can be used in any combination.
Configuring your settings is done through a GUI within vTiger.
For more info about vTiger customization, leave comments or visit
www.borugroup.com
Set lead quotas for each user
Distribute leads by state
