Sales - Lead Assignment

Lead Assignment Setup 🚀

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Why This Matters to Your Business 📊

Proper lead assignment ensures your sales pipeline flows smoothly without bottlenecks or delays. The Round-Robin automation in Movegistics 5.0 evenly distributes leads among your sales team, reducing manual oversight, preventing favoritism, and ensuring fair opportunity for all reps. It improves conversion rates by assigning leads when reps are actively working.

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How to Set Up Automatic Lead Assignment (Round-Robin) 🔄

Key Benefits

• Prevents lead hoarding or delays

• Ensures fair lead distribution

• Automates manual assignments

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Step-by-Step Setup Instructions

1. Go to Settings > Sales > Lead Assignment.

2. Toggle on "Automatic Lead Assignment".

   • Use the dropdown to select Round Robin as the assignment method.

3. Assign eligible reps:

   • Check the box next to each sales rep you want included.

   • Define Start Shift Time and End Shift Time for each rep.

   Note: If a rep is not available during their shift time, leads will remain unassigned until manually reassigned.

4. Click Save to activate the setup.

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Important Considerations ⚠️

• Leads received outside defined rep shift hours will stay unassigned.

• You can come back at any time to adjust shift times or deactivate reps as needed.

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For setup assistance, email us at [e-mail].

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