Related Products
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About
Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit.
Entity Support: Supports OOB as well as Custom Entities
Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
Capacity: Assign Leads depending upon the individual capacity of each user
Rules: Create multiple assignment rules for different selection criteria of the Leads
Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules
Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement
Period: Set period to assign work items based on period
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About
Close more deals faster with LionDesk, a CRM, lead, and transaction management solution. LionDesk is suitable for brokers, real estate agents, teams, and lenders. LionDesk is accessible via native mobile apps for iOS and Android. LionDesk features include task scheduling, transaction management, drip marketing campaigns, lead distribution, email tracking, contact management, and more. With LionDesk's CRM functions, users can manage clients by assigning each new client to a specific team member.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 users
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Audience
Realtors, Teams, Brokers, & Lenders.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$25.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Company InformationLionDesk
Founded: 2014
United States
www.liondesk.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
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Integrations
AXIO Advanced Projects
Autymate
Axis LMS
BoldTrail Back Office
Curb Hero
Documati
Dubb
Happy Grasshopper
LeadsBridge
Microsoft Dynamics 365
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Integrations
AXIO Advanced Projects
Autymate
Axis LMS
BoldTrail Back Office
Curb Hero
Documati
Dubb
Happy Grasshopper
LeadsBridge
Microsoft Dynamics 365
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