Auto-assign leads to sellers using assignment rules in Dynamics 365 CRM
This is a video tutorial that explains how to automate lead assignment to sales personnel using assignment rules in Dynamics 365 CRM. If you're looking to streamline your sales flow, then this tutorial is a great resource for you. Rather than manually assigning leads to salespeople, this automation simplifies the process and ensures that leads are distributed evenly.
The tutorial walks you through every step on how to set up assignment rules in Dynamics 365 CRM and how to effectively use them to automate lead assignment. The steps are clearly explained, and the video is easy to follow, making it a great resource for both beginners and advanced users.
By automating the lead assignment process in Dynamics 365 CRM, businesses can save time, increase productivity, and ensure that no leads go unassigned, thereby improving their sales funnel significantly.
The tutorial video can be found on YouTube at the following link: https://www.youtube.com/watch?v=fgpqKfAuDP4
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