Turning Interactions into Profits
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Features The Object - Leads, Opportunities, Accounts, Contact, Case, Bugs, or Projects Start Event - Create or Modify of an object. Filter definition- Supports upto 5 object field filters Type - User or Round Robin (Check for who is logged in)
Routing Manager
Routing Manager from SierraCRM, Inc. extends the capabilities of SugarCRM by enabling a powerful Intelligent Routing engine to automatically route new or modified objects to specific users or distribute to a group of users. This automatic Routing engine can be setup to route objects directly to users or via a round robin distribution scenario. For example, you can setup a Routing Rule to route all new leads from California to a specific logged in user. Alternatively, you can setup a Routing rule equally distributing all new cases to all users who are members of the Support Role.
See a live demo of Routing Manager at our Demos page.
Routing Manager has been designed to work with Sugar Professional and the Community Edition for MY SQL. We do not have support for ON-Demand at this time.
