Just yesterday – we have released a version with a new capability, long awaited (and requested…!!) by our community of users:
Distribute leads to your team members, Round-robin style.
This now means the if, for example, you have several distributors in a country, and you want to share the leads between several people, you can simply choose to send the leads one after the other to each of the team members, one lead at a time.
in order to achieve that – simple go to the Auto Lead management screen, create a rule, and choose – in action: Assign to: … and choose as many Upi Users as you like. UpiCRM will send the leads to your chosen users, one by one.
We hope you will use our solution and enjoy the possibilities it creates… and don’t forget to tell us if you need anything else!