Route and Assign Leads, Contacts, Accounts, Opportunities and Cases in Salesforce.
Adjust representative availability settings, including out-of-office and working hours, to ensure balanced workloads.
Set custom assignment caps to manage the distribution of records, such as limiting maximum opportunities per day.
Use advanced routing rules based on record fields and geographical locations to direct records to the most suitable reps.
Define, monitor, and enforce Service Level Agreements, with automatic reassignment for missed deadlines to maintain service quality.
Receive immediate email and SMS alerts when records are assigned, keeping teams informed and responsive.
Avoid overloading by skipping users with busy calendar events, ensuring tasks are assigned to available representatives.