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Automated round-robin assignment

Take the guesswork out of lead distribution with automated round-robin assignment. In Nutshell, you can evenly distribute leads amongst a group of selected sales reps.

Using the same steps that you’d use to assign individual reps, you can select the option to create a round-robin distribution with the simple click of a button.

Automated lead distribution based on special criteria

Create special cases and rules with your lead assignment. Nutshell lets you create assignment rules that allow you to pick the best sales rep for the task based on criteria such as:

Industry
Market
Territory
Value
And more!
Unlock the sales benefits and possibilities of CRM automation germany phone numbers with Nutshell. With a Pro account, you can automate your lead assignment with advanced rules and add automated tasks to make your sales process more efficient.

And, once the sale is made, you can even create rules for post-sale lead management, allowing you to nurture your new hard-won leads on autopilot.

Looking for an easy-to-use CRM with all the features you need to boost sales?
Nutshell has what you’re looking for.

Explore Nutshell’s Features

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CRM lead management made simple – with Nutshell
Not only can you use Nutshell CRM to automate your lead distribution, but you can also more easily manage, automate, and track your entire sales process, customer relationships, and marketing efforts with features like sales automation, reporting and analytics, and email marketing.