Guidance Needed: Setting Up Auto-Distribution for IndiaMART Leads in CRM

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

  1. Log in to Sangam CRM.
  2. Navigate to the Admin Panel.
  3. Search for “Workflow” to create or manage workflows.

Step 2: Create a New Workflow

  1. Click on “Create New Workflow”.
  2. Select the Module: Choose the Leads module since you want to distribute IndiaMART leads.
  3. Define the Trigger: Set the trigger to activate when a new lead is created from IndiaMART.

Step 3: Set Up Auto Distribution

  1. Enable Auto Distribution: Navigate to the Auto Distribution settings.
  2. 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

  1. Assign Leads: Set the action to automatically assign leads to the selected users based on the defined distribution rules.
  2. Enable Notifications: Optionally, configure email or SMS notifications to inform users when a new lead is assigned.

Step 5: Save and Activate the Workflow

  1. Review the Workflow: Ensure all settings are correctly configured.
  2. 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.