Features
Leads route themselves, and response times stay honest
Assignment rules and configurable SLAs with priorities, so nothing waits for someone to notice it.
New leads and deals route automatically to the right person through assignment rules, instead of sitting in a shared queue waiting to be claimed. Configurable SLAs with priority levels track how quickly your team responds, with holiday lists factored into the due-date math so an SLA doesn't unfairly count a public holiday against your team.
- Assignment rules
- Configurable SLAs with priorities
- Holiday-aware due dates
- Saved custom views & dashboards
- 1Assignment rules
- 2SLAs with priorities
- 3Saved views and dashboards
Assignment rules
Configure rules that automatically route a new lead or deal to the right team member based on criteria you set, so nothing sits unclaimed waiting for someone to notice it in a shared list.
SLAs with priorities
Set response-time SLAs with configurable priority levels, and let the system track whether your team is meeting them — with holiday lists factored into the due-date calculation so a public holiday doesn't unfairly count against response time.
Saved views and dashboards
Build and save custom views of your pipeline and configure dashboard layouts that surface what matters to your team, rather than working from one fixed, one-size-fits-all list.