Auto Assignment of Records
£150.00
Improve your client experience and ensure data reaches the right user
Configure your ZOHO App to automatically assign the correct records to the right users (or on a round-robin basis) and ensure your clients and prospects are responded to and dealt with quickly. Auto assignments prevent data from being ignored and lost.
Quantity
Product Details
Assignment Brief
Tell us what records need to be assigned and to who under what conditions.
Configure the assignment
We configure your app to automatically assign records to the right person or on a round-robin basis to a group.
Test and adjust assignments
We test the assignments we have configured and make any necessary adjustments.