Lead Assignment




When a lead is found, all sales personnel would want to follow it, as this would increase their sales

performances. Having blur instructions of who this lead is given to would cause internal competition,

and creates a bad working atmosphere. 


To avoid this problem, Intimate CRM is able to provide clear instructions by letting managers to assign

leads to suitable sales personnel, whenever a lead is found. So all sales personnel will have a clear

understanding of which case is being followed by who, and avoids internal competition. Managers could

also monitor the cases easily.