Which features should a System Administrator use to assign ownership of a Lead based on Product Interest?

Prepare for the Kryterion Test with flashcards and multiple choice questions. Each question is accompanied by hints and explanations to help you succeed on your exam. Get exam-ready now!

Assigning ownership of a Lead based on Product Interest involves directing Leads to the appropriate person or team based on specific criteria related to that interest. In this context, using Queues is the correct choice because queues allow for the organization of records, such as Leads, and facilitate the assignment process based on defined criteria.

With queues, a system administrator can set up different queues for various product interests. When a new lead is generated, it can be placed into the correct queue automatically, depending on the attributes of the Lead, such as the expressed interest in a particular product. This method ensures that the appropriate sales representatives who can address that specific interest will have access to the Lead promptly.

While other options like Lead Teams, Assignment Rules, and Escalation Rules play important roles in a CRM system, they do not specifically cater to the automated assignment based on product interest as directly and effectively as queues do. For instance, Lead Teams typically provide a structure for multiple users to collaborate on Leads, while Assignment Rules primarily rely on defined criteria rather than dynamic interests, and Escalation Rules focus on prioritizing items rather than initial ownership.

Thus, the efficient and organized use of queues aligns perfectly with the need to manage Leads based on product interests.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy