Feature Description
Allows for the Automatic assignment and routing of sales inquiries to the appropriate broker or department based on criteria such as location, boat type, or inquiry type. This ensures that leads are handled quickly and by the most relevant team, reducing response times and improving the chances of conversion. The system also balances workloads and provides a clear audit trail for lead management, supporting efficient and effective sales operations.
🔷 ImportantThis feature functionality is only available in version 2.0 or later of EliteBrokers.
Business Uses
Reduce lead response times by directing inquiries to the right team.
Improve conversion rates through faster, targeted follow-up.
Balance workloads among brokers by automating lead distribution.
System/User Requirements
Requirement | Description |
|---|---|
EliteBrokers Premium Licence | This feature requires you to have a EliteBrokers Premium licence assigned. |
PowerApps Per App Plan | This feature requires you to have a Microsoft PowerApps Per App Plan assigned. |