Insightly releases Lead Assignment Rules

Insightly is pleased to announce lead assignment rules. With our new lead assignment rules, your leads can be distributed automatically and immediately after they’re entered, improving the speed and accuracy of your entire sales process.

Create rules based on territory, company size, industry, or other fields in your lead records and Insightly will route your leads to the proper salespeople every time. 

See our Help Articles on Setting up a lead assignment rule and How to use filter logic in lead assignment rules to learn more.

Sign up for our live webinar: Insightly Lead Assignment Rules - Streamline your Lead Distribution

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