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Inbound Routing Lead Mode
Modes in CRM Settings are made to help your business operate in the manner you want it.
In this article, we'll describe in detail what each one of the modes does, and how it influences your dealership operation.
For Round Robin, you can pick how the leads will be reassigned if a salesperson is not in.
In this article, we'll describe in detail what each one of the modes does, and how it influences your dealership operation.
| First-to-Capture | The entire sales team gets notified and the first to capture the lead owns it. |
| Round-Robin | Spread leads equally between the sales team. |
| Manager-Decision | Choose who will receive all leads and assign them to the sales team. |
For Round Robin, you can pick how the leads will be reassigned if a salesperson is not in.
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You dealership CRM Mode can be changed at any time, and from the point, you change it, it will start operating with the conditions above.
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