Sugar Workflow Lead Routing - Distribute New Leads to a Group of Users : SierraCRM

Sugar Workflow Lead Routing – Distribute New Leads to a Group of Users

June 3, 2015

Sugar Workflow Lead Routing – Distribute New Leads to a Group of Users

Sugar Workflow is highlighted in this short video of Process Manager 4.0 from SierraCRM. New leads created from California, Oregon or Washington are distributed to a group of Sales reps in a  Round Robin style. Additional features are shown including:

  • Conditions that are OR’d: Lead State = California OR Lead State = Oregon OR Lead State = Washington
  • Checking to see if the user who is to receive the lead is actually Logged into SugarCRM
  • Finding any logged in user in the Sales Team to receive the new Lead

Process Manager 4.0 is the latest release of the Powerful Sugar workflow module that is supported on all versions of Sugar.

Sugar customers worldwide utilize Process Manager to ensure a First Class Journey for their clients.

 

No Comments Yet.

Leave a reply

Live Chat Software
Login
classic
Forgot password?
×
Registration

(*) Required fields

I agree with OptimaSales Terms & Privacy Policy

×