Lead Routing and Distribution Features and Functions
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- Support for defining sales organization hierarchy
- Support for importing sales organization hierarchy created in another application
- Ability to define routing rules based on lead attributes
- Ability to define routing rules based on capacity constraints
- Ability to define routing rules based on best fit algorithm
- Ability to define routing rules based on lead scores
- Ability to reassign rules based on inactivity or non-acceptance
- Ability to route leads to and from disparate systems
- API for easy integration into disparate contact management systems
- Leads assignment
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Lead Capture and Distribution Features and Functions
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