When a lead comes in the Boru Vtiger, RoundRobin will:
- Check to see which users are “turned on” for lead distribution
- Check an unlimited number of variables in the the new lead and assign the lead only to users who are qualified*
- Assign the lead to the qualified user who is “next” in the queue
- Provide the option to turn users on and off at any time
- Allow users to turn themselves on and off at any time*
- Allow users to receive an email notification when they are assigned a new lead*
Leads can be added to the distribution via Boru Leadscraper:
- Auto-import lead emails, http posts, xml feeds, etc
- Manual import of leads into Vtiger
- Manually enter leads into Vtiger
* Available only in our RoundRobin Advanced product.
* “Round-Robin” was upgraded to work with VT7.