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A Generic Round Robin or Load Based record Assignment Tool
The Auto Assignment solution lets the CRM Admin manage CRM record assignments in an easier way. This solution will assign records to approprite user/team as per rules that are simple to configure. Requirement for a user to manually assign or hiring a partner to customize this part gets eliminated.
Just a few examples:
- Auto assign Cases/Incidents to your Service Reps using a round robin algorithm
- Auto assign Leads/Opportunities to your Sales Reps using a load balance algorithm
- Condition based assignment such as region based assignment, severity based assignment, estimated revenue based assignment etc
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