How it works

Assigning leads to the right agent is a very important aspect of a successful business, lead management is the factor that determines if that lead will become a client or if it is lost. The Lead Distribution and Routing Connector created by Danmar Computers enables companies to build a custom lead routing program that can assign leads according to a number of criteria.

The diagram below summarizes the mechanism behind the Insurance CRM module.

Lead distribution and routing for SugarCRM

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