Your company knows best how to turn a lead into a paying customer. This includes setting up teams of employees who are experts at converting new leads to customers. Your company may have groups of employees who are experts at different products you sell. You might segregate your employees geographically or by when leads arrive at your company. Regardless of how you have setup your sales force to work new leads, you need a workflow product that can correctly assign leads to either individual users or Round Robin to a group of users based on attributes about the lead.
In this tutorial, we show you how simple it is setup a Sugar Workflow to intelligently route leads to a group of user who handle leads for the West Coast of the US.