Features

   

1. The Object - Leads, Opportunities, Accounts, Contact, Case, Bugs, or Projects

2. Start Event - Create or Modify of an object.

3. Filter definition- Supports upto 5 object field filters

4. 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.