I have integrated IndiaMART with the CRM, and now I need to auto-distribute the leads received in the CRM. Could you guide me on this? How is auto-distribution set up, and how can I configure the rule from the Admin Panel?
I’m still waiting for a reply.
Meanwhile, I tried to get help from ChatGPT and just wanted to confirm if these are the correct steps for automatically distributing IndiaMART leads.
Step 1: Access the Workflow Section
- Log in to Sangam CRM.
- Navigate to the Admin Panel.
- Search for “Workflow” to create or manage workflows.
Step 2: Create a New Workflow
- Click on “Create New Workflow”.
- Select the Module: Choose the Leads module since you want to distribute IndiaMART leads.
- Define the Trigger: Set the trigger to activate when a new lead is created from IndiaMART.
Step 3: Set Up Auto Distribution
- Enable Auto Distribution: Navigate to the Auto Distribution settings.
- Define Distribution Rules:
- Select Users: Choose the four users who will receive the leads.
- Set Conditions: Define criteria such as user availability, working hours, and holidays.
- Choose a Distribution Method: Select how leads will be assigned (e.g., round-robin, load balancing).
Step 4: Configure Actions
- Assign Leads: Set the action to automatically assign leads to the selected users based on the defined distribution rules.
- Enable Notifications: Optionally, configure email or SMS notifications to inform users when a new lead is assigned.
Step 5: Save and Activate the Workflow
- Review the Workflow: Ensure all settings are correctly configured.
- Save and Activate: Finalize the workflow to start automatically distributing leads.
Additional Tips
- Test the Workflow: Before full implementation, test it with a few leads to ensure everything works as expected.
- Monitor and Adjust: Regularly track performance and make adjustments as needed to improve efficiency.
By following these steps, you can automate lead distribution, ensuring a more efficient and timely response from your team.