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Thread: Lead Distrubution

  1. #1
    RocketFly is offline Junior Member
    Join Date
    Jan 2012
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    Default Lead Distrubution

    Hello All,

    I am new to sugarcrm, but already loving the level of custom control there is.
    We are implementing sugar in a small sales office, but I've been trying to figure out how to automate lead distribution. If anyone could help with this it would be greatly appreciated.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
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    Los Angeles
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    Default Re: Lead Distrubution

    There isn't any built-in functionality, but I've created a basic module which distributes them in a round robin manner.

    The manner in which it functions will be determined by your criteria, as it is custom code that can be modified to your liking.

    See my sig for the download link.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
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    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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