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Auto-assign leads with lead routing rules (8.2)

Suggest edit Updated on May 3, 2021

Are your sales reps bogged down by a time-consuming lead routing process? With busy schedules and short windows of opportunity for a response, your sales team needs a tool that can fast-track lead management, 24/7. Using Pega’s new 8.2 capabilities, your lead routing process is streamlined and accelerated with intelligent automation and configurable business rules that instantaneously route the right prospects, for your business.

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Pega’s configurable lead routing

Set customizable rules, right for your business

Missing opportunities because of inaccurate lead routing can be detrimental to your sales team’s success. With Pega’s customizable business rules, time spent managing your prospects is significantly reduced as your leads are qualified and routed to the right sales person as soon as they come into your queue.

Whether you choose to distribute your leads by industry, email domain, source type, or a combination of these, Pega allows you to easily set up these automated routing rules directly in your Sales Ops portal or App Studio.

Invoke automated routing from bulk actions, or data imports

Have a large number of leads or opportunities that need to be routed or migrated in a simple step? Now, you can carry out multiple field modifications using Pega’s 8.2 bulk processing capabilities. With optimized data import performance, your sellers can spend less time on lead management and more time on impactful customer engagement.

To learn more, see Configuring lead routing rules in Pega Sales Automation.

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