Assign incoming leads to agents by advertised availability
Assign incoming leads to agents by advertised availability
Your CRM listing leads include preferred showing days but arrive without an owner, causing scheduling gaps and missed follow-ups. Agents contact prospects same day.
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Overview
When listing leads arrive without owner context, follow-up stalls and bookings slip. This flow routes leads to the right agent by project and preferred days so reps can contact prospects same day and reduce scheduling gaps.