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 and customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution and assignment improves efficiency resulting in higher sales and profit.
Lead Assignment and Distribution Automation is available for Dynamics 365 v9.x and above. It supports the following deployment models – On-Premises with IFD and Dynamics 365 Online.