Assign new CRM deals to branch reps round-robin
Assign new CRM deals to branch reps round-robin
Your new deals lack branch routing, leaving reps with uneven workloads and delayed vehicle follow-ups. Automatic branch-aware assignment balances reps and logs activities for same-day follow-up.
Workflow preview:
Zap details:
Overview
For a family-run automotive retailer, balanced lead distribution keeps branch teams focused and customers engaged. This workflow routes each incoming vehicle enquiry to the right regional rep and logs the handoff so follow-up happens the same day.