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Posted: Sun Dec 22, 2024 10:33 am
This makes it easier to assign leads based on your team’s strengths. For example, if you have a sales rep who tends to get the best results in the introduction stage, you’d likely want to assign brand-new leads—leads that have just entered the sales pipeline—to that rep.
Automated round-robin assignment
Take the guesswork out of lead distribution with automated round-robin assignment. In Nutshell, you can evenly distribute leads amongst a group of selected sales reps.
Using the same steps that you’d use to assign individual reps, you can select the option to create a round-robin distribution with the simple click of a button.
Automated lead distribution based on special criteria
Create special cases and rules with your lead assignment. Nutshell lets you create assignment rules that allow you to pick the best sales rep for the task based on criteria such as:
Company type
Industry
Market
Territory
Value
And more!
Unlock the sales benefits and possibilities of CRM automation philippine pie telegram with Nutshell. With a Pro account, you can automate your lead assignment with advanced rules and add automated tasks to make your sales process more efficient.
And, once the sale is made, you can even create rules for post-sale lead management, allowing you to nurture your new hard-won leads on autopilot.
Nutshell has what you’re looking for.
Explore Nutshell’s Features
Have you ever wanted to tailor the data on your lead board cards and see things like lead confidence, related people, or an anticipated close date without having to open the lead’s page?
Introducing new customizable lead board cards in Nutshell!
Now you have the power to choose which fields are displayed on your lead board cards. Plus, you can reorder the fields to better support your team’s needs!
Learn more about this exciting new feature!
What can you do with customizable lead board cards?
The new customizable board view enables Nutshell admins to customize the information on their lead board cards to fully support their team’s unique needs. Admins can also switch up lead card customization for each of their company’s pipelines, adapting Nutshell to how their team works best.
Automated round-robin assignment
Take the guesswork out of lead distribution with automated round-robin assignment. In Nutshell, you can evenly distribute leads amongst a group of selected sales reps.
Using the same steps that you’d use to assign individual reps, you can select the option to create a round-robin distribution with the simple click of a button.
Automated lead distribution based on special criteria
Create special cases and rules with your lead assignment. Nutshell lets you create assignment rules that allow you to pick the best sales rep for the task based on criteria such as:
Company type
Industry
Market
Territory
Value
And more!
Unlock the sales benefits and possibilities of CRM automation philippine pie telegram with Nutshell. With a Pro account, you can automate your lead assignment with advanced rules and add automated tasks to make your sales process more efficient.
And, once the sale is made, you can even create rules for post-sale lead management, allowing you to nurture your new hard-won leads on autopilot.
Nutshell has what you’re looking for.
Explore Nutshell’s Features
Have you ever wanted to tailor the data on your lead board cards and see things like lead confidence, related people, or an anticipated close date without having to open the lead’s page?
Introducing new customizable lead board cards in Nutshell!
Now you have the power to choose which fields are displayed on your lead board cards. Plus, you can reorder the fields to better support your team’s needs!
Learn more about this exciting new feature!
What can you do with customizable lead board cards?
The new customizable board view enables Nutshell admins to customize the information on their lead board cards to fully support their team’s unique needs. Admins can also switch up lead card customization for each of their company’s pipelines, adapting Nutshell to how their team works best.