Workflow Features and Functions
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- Ability to define lead maturation workflows
- Ability to automatically assign leads to maturation workflows based on lead attributes
- Ability to manually assign leads to maturation workflows
- Ability to define time-based workflow steps (e.g., reroute lead if not accepted within two days)
- Support for alerts and escalations of incomplete tasks
- Support for e-mail notification leads activities and status
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Lead Management and Workflow Features and Functions
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