Delegate Leads

Automate the system to reassign a lead when certain criteria are met.

• 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

Automate the system to deliver the lead to your clients in certain ways:

• 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

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