AUTO-ALLOCATION OF LEADS - Basic

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 reciept of a new lead from any configured source

 

Output

Notification to the auto allocated 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

 

Optional Extras

None.

 


Please note, the price listed is a preview price for Rezi Pro subscribers and is subject to change after 31/12/2016

 

Provided by:
Cost
Included in Rezi Subscription
Compatible With



PRO

PREMIUM

ENTERPRISE