Kylas Routing Engine application helps users to route Leads and Deals in the system to various users based on certain rules. Kylas users can set up routing rules to re-assign Leads to the correct owner based on certain criteria such as City, Product or Source. Users can create multiple such rules to re-route Leads and Contacts automatically.
Kylas Routing Engine app helps you to setup routing rules in the system in order to reassign entities to various users in a round-robin order to keep the whole team equally occupied with minimum manual efforts. Follow the steps given hereafter to set up the application.
Enter the Kylas
In order to reassign in round-robin order you can add your Kylas users in the Kylas routing engine application by following these steps:
You can define the rules by which you would like to route the entities:
You can see the history of entities assigned by different rules in routing logs that are maintained within the application for 30 Days.