posted this on April 30, 2012 10:29
As an administrator in Upsales CRM you now have the possibility to distribute your leads to your sales reps. in turn!
You can configure the leads function to create an account and/or an activity on the account card that will be assigned to the Sales Reps. it concerns.
By configuring this function once, you have created a leads flow where your leads are automatically handed out to the sales rep. you desire!
This function minimizes the risk of losing any crucial business opportunities!
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