Lead Distribution Software Working

Leads are the most important part of any sales software or a contacts management system. Automatic lead distribution system is the only way of unbiased lead distribution. In addition sales teams find it difficult to create a manual and transparent system. This is also one of the biggest problems that executives complain about. Due to this, our solution also works as a lead distribution software for you. It comes with a pre integrated automated lead distribution system to make the work easy. Automatic lead distribution software helps you make an unbiased sales environment of distributing leads among sales executives.

How lead distribution system works

When you purchase our software for sales team management, you get this feature as standard. Our sales management software also has many other key features. Check out this step by step process to know how to distribute leads equally among sales executives.

Step 1

First of all, the process starts as soon as you receive a lead from any of the sources. There are two ways of adding that to our lead management system. Either you can send it to the executive account or simply send it to the common basket.

Step 2

The next step is to view all the leads. By default, as soon as an executives logins, basket leads are available for booking. Before booking the executive does not know about the details like price and the latest communication.

Step 3

Now this is the most important part of the automated lead distribution software. The executive can simply click on the plus icon and the lead will transfer to the respective account. The transfer is completely transparent and works fast. Executives can only see the products / service requirement and location before booking a specific lead.

We also have a dedicated lead control system to manage how many leads an executive can hold in one account.

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