Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free
Listed since
2020

About Lead Assigner

Round Robin Lead Assignment across teams

Lead Assigner helps you to assign leads in Round Robin fashion within a Queue. It provides Admin with an option to create Shifts (Teams) based on Lead Type and business hour, linked to a Queue. The system ensures even distribution of leads to Queue Users within the shift.

  • Assign leads in Round Robin fashion.
  • Improved turnaround time by assigning Leads to logged-in users only.
  • Flexibility to add/remove users permanently or temporarily from assignment.
  • Can be configured to execute rules on specific day of the week to handle part time users working on leads.
  • Improved workload balance among sales representatives.
  • Improved productivity as user does not need to manually assign or pick up Lead

Highlights

  • Create Teams across various time zones and shifts
  • Uniform distribution of leads to the right team members
  • Cater to part time team members and out of office scenarios

Screenshots

Managing Shifts

Image 1 of 6

Managing Shifts

Pricing

Free.

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 13, 2020
Languages
  • English

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