Automatically assign and distribute qualified leads to sales channels based on territory rules. Automatically notify lead recipients of new leads.
Assignment -Leads can be assigned automatically by geography, product interest, campaign, etc - in fact any information stored in the database.
Notification - Leads are automatically distributed and recipients notified via e-mail. Lead owners may receive automated alerts base on continuing lead activity such as visits to their website.
Reassignment - Automatically reassign lead bases on rules such as lead stage or lack of follow-up. Ensure no leads "fall through the cracks".
View by Territory Owner - Managers may view the leads of all sales people in their territory as well as receive relevant notifications such as new lead, leads requiring follow-up, etc.
Hierarchical Territories - Define sales territories with multiple hierarchical levels such as EVP, VP, Director, Manager, etc.
Administer Territories - Easy to use territory administrative tools allow users to map sales territories and sales hierarchies.