Add B2C form submissions to assigned rep workbooks
Add B2C form submissions to assigned rep workbooks
Your lead form submissions arrive unassigned, creating missed appointments and wasted store rep time. They are routed to the right store rep for prioritized handling, enabling same-day outreach.
Overview
Unrouted retail leads cause missed appointments and wasted store capacity; routing each submission into the right rep's worksheet puts prioritized leads directly in a rep's worklist. That lets reps act within minutes and secure same-day outreach.