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CRM Glossary
Business software has many acronymns and terminology that can be very confusing. We have developed a comprehensive CRM glossry to help you better understand what everything means.
Lead Assignment
Once leads have been acquired, assignment rules automate the routing process to the most appropriate agent. This could be based on a list of requirements, customized for any company. Rules for assigning an agent could include: location, experience, size of deal, language, availability, and more.
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Lead Management
Managing leads effectively and optimizing lead flow across sales and marketing are critical to sales success. With Lead Management, companies can track prospect inquiries and route qualified leads to the right people so sales reps get instant access to the latest prospects and leads are never dropped or lost.
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