Organizations have to juggle between the skill, availability, and workload of their sales reps to manually assign leads in Microsoft Dynamics 365 CRM. With a large team and high …
Posts Tagged ‘Lead Assignment’
No More Cherry Picking – Automate Leads/Cases Assignment in Dynamics 365 CRM/Dataverse using Round-Robin or Capacity Algorithm!
With Lead Assignment and Distribution Automation app for Dynamics 365 CRM/Dataverse (Powerapps) you can automate or distribute work items such as incoming leads or cases across team members by using …
