Distribute new leads to team members in Close based on criteria, and update lead information
Distribute new leads to team members in Close based on criteria, and update lead information
Distribute new leads to your team based on specific criteria. When a lead is added in Close, filter for relevance, select a random user, and update the lead for efficient follow-up, ensuring your team focuses on the right opportunities.
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Overview
Distribute new leads to your team based on specific criteria. When a lead is added in Close, filter for relevance, select a random user, and update the lead for efficient follow-up, ensuring your team focuses on the right opportunities.