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Save time by automating several actions based on specific conditions.
Complete Action List
Choose Action
Reassign the lead to a user within a group
Assign the lead to a specific user
Set the lead to unassigned
Assign the lead to the next user in queue within the lead’s assigned group
Assign the lead to the next user in queue within a specific group
Assign the lead to the next user in queue within the next group on the group queue
Assign the lead to the next user in queue within your organization
Reassign the lead to a group
The unassigned group
Within a specific group
Within the next group in the queue
Send an Email
To an email address or to email addresses
To the lead
To the lead’s assigned user
To a specific user
To everyone in the lead’s assigned group
To everyone in a specified group
Change the status and/or substatus
Create and assign a task
Assign the task to a specific user
Assign the task to the lead’s assigned
Assign the task to next in queue within the lead’s assigned group
Assign the task to next in queue within a specific group
Assign the task to next in queue within your organization
Deliver to a reseller
Deliver the lead to a specific client
Deliver the lead to all clients
Deliver the lead to all clients within a specific group
Deliver the lead to next client in queue within a specific group
Deliver the lead to next client in queue within your organization
Post the lead to an external form
Add a product to the lead opportunity
Reset the last activity timestamp to turn the lead attention meter to green
Modify Lead information associated with lead
Credit the lead to an affiliate
Additional Information
AIMcrm Sales Lead Management
Many ways to capture leads.
Automatic Lead Distribution
Get Started Now!
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To get started with AIMcrm, please call a sales representative now at
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