Without the right tools, assigning and distributing leads can take almost as much time as following up on them. With Insightly CRM’s new lead assignment rules, your leads can be distributed automatically and immediately after they’re entered, improving the speed and accuracy of your entire sales process.
Right now, you might get a lead, add it to Insightly, and assign it to a salesperson. This process is a breeze if your sales process is handled by one or two salespeople. But as your team grows, questions start to come up:
“Who is the sales rep for this territory?”
“Have the leads been distributed evenly across the team?”
“Which of our salespeople handles this industry?”
Automate lead assignments to save time
Spend less time and effort distributing leads by letting Insightly do the work for you. Create rules based on territory, company size, industry, or other fields in your lead records and Insightly will route your leads to the proper salespeople every time. Set up different rules for leads that are entered manually, through a webform, or via our API.
Also, when you import a batch of leads, you’ll be able to choose from any of the rules you’ve created. With one less step in the process, the sales team can spend more time on working the leads as they come in.
Customized rules to meet your needs
Want to set up a rule for regions? Use postal codes and states or provinces to define your criteria. Are your assignments based on industry or company size? Use the Industry or Number of Employees fields when building your rule. You can even combine multiple fields when setting up your criteria.
With all of the factors that can play into distributing leads, your assignment process is probably different from many of our other customers. We wanted to be sure you have the flexibility to choose from the fields that you use every day.
As you configure a lead assignment rule, you’ll be able to select from Insightly’s default lead fields as well as custom fields that you’ve created. Your rules can be as simple or complex as you need or prefer. And if you’re already using our Advanced Reporting, you’ll be familiar with the filters available for designing your rules.
Distribute leads evenly and effectively
Point a set of rule criteria to a team or multiple people, and Insightly will distribute the leads round-robin. No more figuring out if Adam, Debra, and Thomas each got the same number of leads. Just set up your rules and let Insightly go through your criteria step-by-step and do the work for you.
Lead assignment rules will make it easier for sales managers to coordinate work and keep sales teams focused on accelerating sales. So, if your sales team would love one less step in their manual lead management process, give these rules a try.
This new feature is available to customers with Professional and Enterprise subscription plans, and you can try it out with a 14-day Free Trial.
