Insightly is rolling out a brand new feature that will bring better results to your sales lead management processes. Available on Professional and Enterprise subscription plans, lead assignment rules automate the process of assigning leads as they are added to Insightly, making it easier on sales managers and teams to distribute leads evenly or according to specific criteria. You can choose to assign leads in a number of different ways, including:
- Geographic area, by selecting fields like Postal Code, State/Province, or City.
- Number of employees, by selecting the Employee Count field.
- Your own custom fields that you’ve set up in Insightly.
- Round robin, by selecting a team or multiple individuals to receive leads on a rotating basis.
You can use almost any lead field to set up a rule, and you can choose from many different matching criteria. Learn more about setting up Lead Assignment Rules.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
