The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview that demonstrates how to assign the lead, set the Territory, notify the sales rep of the lead assignment and then begin a follow-up process. For this example I have made the following modifications:
I have posted the Customizations from this post for you to download and use in your CRM deployment. In order to test this functionality I have posted my Lead import file.
- Eric Boocock