Assign booked deals by round robin and notify team
Assign booked deals by round robin and notify team
When your booked deals arrive without an owner, reps can't prepare and handoffs stall. Assign owners automatically and broadcast a channel alert for same-day prep and client confirmation.
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Overview
Deals that reach your booked stage need immediate ownership; manual routing wastes time and delays onboarding. This flow assigns an owner, updates your shared tracker, and pings the team so reps can prepare same day.