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Dynamics 365 Community / Blogs / Kuldeep's Blog / Assignment Rule for Lead an...

Assignment Rule for Lead and Opportunity Routing

Gupta Kuldeep Profile Picture Gupta Kuldeep 2,060
Problem Definition: Unassigned Lead or Opportunity would result in loss of business. Also, inability of a seller to reach out to the customer due to overburden of lead assigned could result in loss. Solution: Assignment Rule for Lead Routing This rule helps to assign new leads and opportunities to sellers and sales team automatically, thereby … Continue reading Assignment Rule for Lead and Opportunity Routing

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