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Inogic Lead Assignment and Distribution Automation

What is Inogic Lead Assignment and Distribution Automation?

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 to improve efficiency, drive higher sales, and profit.

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Monitor and analyze Work Items assigned to users
Assign Work Items based on individual capacity of each user
Auto-assign existing Work Items in CRM to users

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