Allocation of Leads*

by in Workflows & Automation

Business Benefit

Remove the need for managers to allocate leads to staff members by having Rezi automate this time consuming administrative task for you.

 

Improve call-back times, customer service and increase sales.

 

Trigger Points

On receipt of a new lead from any configured source

 

Output

Rezi will automatically allocate a lead to the most suitable staff member.

Note: Allocation is limited to staff members configured with the below responsibilities:

  • Brochure Requests
  • Callback Request
  • Follow-up inbound leads

 

Workflow Level

Standard

 

Interested? Please register your interest to be notified when this workflow is available.

 

Provided by:
Cost
Free
Compatible With



PRO

PREMIUM

ENTERPRISE