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Description
Product description
When creating a lead with specified region and marketing segment the template helps to automatically assign default lead owner and add suggested dealers for the lead. Selected dealer is automatically added to the opportunity related to the lead.
The template can be used as a sample for opportunity owner assignment and team selection in the opportunity.
Languages
Pricing
Price
Free
Support
Support is not available for this application.
Support conditions
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Reviews
Installation
Product compatibility
Product
Sales (team)
Sales (enterprise)
Version
7.11.3 and up
Platform
.NET Framework
Guides and manuals
1. Add your regions and marketing segments in the corresponding lookups.
2. Add default owners for all regions and marketing segments in the "Default lead owners by region and segment" lookup.
3. Specify region and marketing segment of dealers in the "Accounts" section.
Type
Template
Compatibility