Frequently Asked Questions
It auto-distributes records (Leads, Tickets, Opportunities) evenly among team members.
No. Setup is done in CRM settings.
Works with standard and custom modules.
By fair rotation among active users.
Yes. Based on territory, product, priority, etc.
Admins can remove them from rotation.
Yes. Logs are maintained.
Yes. Fully supported.
No. Assignments happen in real time.
Installation takes minutes.