Applications

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LeadFlow is a powerful and yet highly intuitive rules based distribution capability for leads.  LeadFlow automatically assigns leads and flows them to the right owner or team.  LeadFlow supports a simple round robin through to more complex weighted algorithms all defined through a very simple administration console.

Key features

  • Low cost product; only pay for the features you really need
  • Simple 4-step implementation, be up and running in minutes
  • Intuitive administration console; no training necessary
  • Works in conjunction with standard Salesforce lead rules; use the best of both
  • Simple out-of-office indicator for each user to bypass them in assignment
  • Both individual owners and queues (for teams) are available for assignments
  • Simple round robin, or more complex weighted algorithms for assignments

LeadFlow is available on Salesforce AppExchange.