Assign your customers, leads, channels, service requests, products and receivables to your employees, vendors, branches and much more. You can do one-by-one, block, multi-select and rotational assignments. You can have one-to-one, many–to-one, many-to-many assignments with flexible business conditions.
You can manage any combination of mapping across entities. Examples include Leads Assignment, Customers assignment to Employees, Customers assignment to Sales Channel, Channel Assignment to Employee, Employee Mapping to Location, Package Assignment to vehicle, Job Requisition Assignment to a function and Product Assignment to a campaign. CRM4SURE enables you to assign any entity to any other entity. You can create or de-activate mapping combinations.
You can do
There are host of automatic allocation methods. This includes