Related Products
|
||||||
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
|
About
Smart Assignments and Rotations for Jira is an Atlassian Marketplace add-on designed to automate the assignment of Jira and Jira Service Management tickets by using configurable rules based on team-specific criteria. It enables organizations to define assignment logic using factors such as time zones, team availability, work shifts, skills, functional areas, and custom conditions, allowing tickets to be routed automatically to the most appropriate team member without manual intervention. It is built for high-volume service and support environments where continuous ticket routing can otherwise require constant oversight, and it helps reduce operational friction by ensuring tickets are distributed efficiently and consistently. It supports workload balancing by assigning tasks based on logical rules rather than subjective decisions, promoting fairness and preventing issues such as ticket cherry-picking or uneven workloads across teams.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Dynamics 365 users
|
Audience
IT service management teams and support organizations wanting to automatically assign and balance Jira tickets based on workload, availability, and custom rules
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
|
Company InformationTrundl
Founded: 2014
United States
trundl.com/products/smart-assignments-and-rotations-for-jira/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
|
||||||
Integrations
AXIO Advanced Projects
Amazon Web Services (AWS)
Atlassian Clover
Jira
Jira Service Management
Microsoft 365
Microsoft Dynamics 365
monday work management
|
Integrations
AXIO Advanced Projects
Amazon Web Services (AWS)
Atlassian Clover
Jira
Jira Service Management
Microsoft 365
Microsoft Dynamics 365
monday work management
|
|||||
|
|
|