One of the challenges many companies face when new Leads are created in Infor CRM, whether from an import, web form or manual entry, is assigning the Lead to the correct sales person or team. This can be a very manual and time-consuming process for Marketing and Sales Managers. In this webinar, we will show you a simple, automated solution built completely within Infor CRM Web using the native Group Builder and Job Manager.
Our Lead Assignment tool can:
-Automatically assign new leads, Account Manager and Owner fields, and can be extended to set other fields.
-Automatically re-assign leads. Re-assign the Lead after marketing qualifies them or after any other data condition change.
-Automatic email alerts. Sends an email alert to the newly assigned sales rep or distributor.
-Assignment priority sequencing. Assigns the Lead correctly even if the Lead qualified for more than one rule set.
-Uses existing Infor CRM group builder for rules set creation which means no new rules builder to learn.
-Uses the Job Manager to update fields and the email delivery, no 3rd party software needed.
-Compatible with any version of Infor CRM web.
-Works with every method of new lead creation.
-Creates an assignment audit. A History record can be created for each assignment and re-assignment.
Wed, Apr 25, 2018 02:00 PM - 03:00 PM CDT
After registering, you will receive an email with additional details.