AUTO LEAD ASSIGNMENT IMPORTANCE IN PERFEX CRM

What is Lead : Lead is an individual who is interested in what your business is selling or providing. Interest means sharing contact information with you.

A person or business showing concern for the company's services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. It is possible to assign leads for a sales team or person per specific conditions in a firm.

Auto Lead : By automating the lead assignment process, you can save a lot of time and effort and also reduce the unintentional slips that may occur due to manual interventions.

An efficient lead management system ensures that no potential opportunity is left unattended and helps sales teams focus on converting leads into customers.

So keeping all these things in mind, CodexNation Technologies created the Auto Lead Assignment module in Prefex CRM.

Through this module Leads Automatically Distribute Leads and assign to different staff based on Custom rules. This module allows to assign leads to the salesperson using Round Robin methodology.

This module was built from scratch as per the CRM guidelines, so even if there are some changes in the future, they will not make any difference to this. And it was executed well by the team of our CRM developers.

If you want to know more about this module in detail then you can check through this link.