Assign advisor to tagged lead using round robin
Assign advisor to tagged lead using round robin
You tag incoming leads but manual advisor assignment delays outreach and creates ownership gaps. The contact is updated with an assigned advisor and timezone so reps respond the same day.
Overview
Manual advisor routing creates inconsistent ownership and delays first contact; this flow guarantees each tagged lead is assigned to one advisor and annotated with timezone context. That gives your reps clear ownership and lets them act the same day.