Add claimed phone lead rows to assigned agent sheets
Add claimed phone lead rows to assigned agent sheets
Your phone lead rows go unassigned when claims update, leaving marketers without a clean agent queue for outreach. Leads are copied into each agent's sheet automatically so reps can follow up same day.
Overview
When claimed phone leads stay in a shared sheet, follow-up windows slip and reporting breaks down. This routes each claimed row into the assigned agent's workbook so marketers get a clean queue and reps can act same day.