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Utilice grupos para asignaciones de clientes potenciales circulares. Cuando asigna un cliente potencial a un grupo, el cliente potencial se asigna a un miembro de grupo, distribuyendo uniformemente los clientes potenciales.
| Disponible en: Todas las ediciones de Account Engagement |
| Permisos de usuario necesarios | |
|---|---|
| Para crear un grupo de usuarios: | Función de administrador, marketing o gerente de ventas de Account Engagement |
Agregue un usuario al grupo desde el registro del usuario o agregue usuarios de forma masiva desde la tabla de usuarios en AdminUsers | Users.
El orden en que se asignan los clientes potenciales a los usuarios depende de algunos factores.
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