Advanced Record Assignment Module for SuiteCRM

This module automates the assignment of records in situations such as a salesperson leaving or a new team member joining. When someone quits, their customers cannot be left without an owner. With this module you can bulk-assign Targets, Leads, Contacts, Accounts and Opportunities, together with their related activities, to new relationship owners. You can do the same when the team grows. The eVolpe module helps divide the database fairly. You decide whether and when such an action is necessary.

Licensing: 12-month subscription per CRM instance, with updates and bug fixes included during the subscription, under the eVolpe Modules Master Subscription Agreement. Prices are net (excluding VAT).