How can leads be distributed equally among salespeople? Are they assigned manually or can they be automated?
You can assign leads equally to salespeople by creating an assignment rule with the round robin option. This will assign records from web forms to salespeople and make sure that they're distributed equally.
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Adding leads manually
You can import leads from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintain under mailing lists. You can view the lead history to check the number of sent campaigns for a specific lead and the history ...
Converting Leads
Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a ...
Can we update/append data to existing leads? For example, when existing leads have further enquiries about a sale, they need to be manually distributed to the sales team. Can this be avoided?
You can generally identify duplicate records through a unique field, such as Email address or Phone number. If you are importing leads to Zoho CRM, you can use the Overwrite option to append the values to the existing leads. Read more about the ...
Can I manually assign records to territories?
Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.
How are records assigned to territories?
Records are assigned to the territories in two ways: Automatically - Records that meet the rule criteria in the territory will be automatically assigned to the territory. This is applied when records are created or edited. Contacts and potentials are ...