Automate Lead Distribution with Dynamics 365 Sales Insights | Segments, Sequences, Assignment Rules🚀
Автор: Affan's Dynamics Journey
Загружено: 2024-09-29
Просмотров: 1040
Automate Lead Distribution with Dynamics 365 Sales Insights | Segments, Sequences, Assignment Rules🚀
Welcome back to Affan’s Dynamics Journey! In today's video, we'll dive into the Work Assignment feature in Dynamics 365 Sales and explore how it automates lead distribution to help your sales team stay efficient.
🔍 What you'll learn:
1️⃣ Segments: Grouping leads based on defined conditions.
2️⃣ Sequences: Automating what happens when a lead meets a segment condition.
3️⃣ Assignment Rules: Automating lead distribution with Round Robin and Load Balancing methods.
💡 Real-life examples and step-by-step demo included to show how to create segments, apply assignment rules, and build sequences for maximum efficiency.
Whether you’re a seasoned Dynamics 365 pro or just starting out, this feature will transform the way you manage leads. 🙌
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Let’s grow the Dynamics 365 community together 👨👩👧👦
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#dynamics365sales #automation #leads #dynamics365 #minecraft #rules
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