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Tuesday, June 30, 2009 9:32 AM

CRM Online: Enhanced Internet Lead Capture capabilities now available

For those currently using the Internet Lead Capture capabilities within CRM Online you may have noticed that the functionality was enhanced recently.  Here are some highlights of what has improved: - Canadian customers can now take advantage of Internet
Posted by crmblog | 5 Comments
Wednesday, April 01, 2009 9:26 AM

Lead Assignment, Territory Management and follow-up

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
Posted by crmblog | 0 Comments
Tuesday, February 10, 2009 10:19 AM

Microsoft Dynamics CRM: Round Robin Lead Assignment

Some of my customers over the years have used a Round Robin method of assigning leads. So the first lead that comes in goes to Sales Rep A, second lead goes to Sales Rep B, etc. It works well with smaller sales teams that occupy the same geographic territory. 
Posted by crmblog | 5 Comments
 
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