Custom Lead Allocation for Zoho CRM

Challenge A client needed a more sophisticated lead allocation system than what Zoho CRM's standard features offered. They required a priority-based round-robin distribution that could assign leads based on specific user priorities, resetting once a set quota was met.

Solution I developed a custom solution that allowed precise control over lead distribution based on user priority:

Priority-Based Allocation Example:

Created custom workflows and fields to manage lead allocation priorities.

Implemented a custom function for tracking user quotas and automating assignments.

Conducted thorough testing in a Sandbox environment before deployment.

Initial Consultation (30 minutes, Free): Defined project goals and challenges.

Requirement Gathering: Captured the unique lead allocation rules.

CRM Audit: Assessed the current CRM setup for enhancements.

Proposal & Timeline: Outlined deliverables, timeline, and budget.

Implementation & Testing: Built custom workflows, tested in Sandbox, validated functionality.

Handover & Training: Delivered documentation and training for a seamless transition.