MarketingPilot eliminates redundant tasks, automates lead assignment and distribution and enforces greater adherence to best practices. MarketingPilot eliminates operational 'friction' so there is nothing to interfere with sales, prospecting and client management.

How Automatic Lead Assignment Works
MarketingPilot makes lead assignment easy. Whether you have simple or complex requirements, a small or large sales team, MarketingPilot makes it easy to automatically assign leads to Reps. Rules can be simple.... or complex. MarketingPilot's powerful rules engine can analyze every field of a Lead - including its score - to ensure that only actionable high-quality leads get assigned to the right person. MarketingPilot's Lead Assignment Engine automatically assigns leads when they are added to MarketingPilot via landing pages, uploads or data entry. Of course, if anything changes; criteria, reps, territories, you can re-run the Lead Assignment Engine and re-assign one or thousands of leads in a single operation. When leads get assigned, MarketingPilot automatically sends new Lead Alerts to each Rep. Alerts include the Lead Score so that Reps know right away how hot each Lead is. Leads are also displayed on each Rep's personal Lead dashboard; Each Rep can personalize their dashboard with custom filters, grouping and sorting.