Assign new deals by income bracket to advisors
Assign new deals by income bracket to advisors
Your new CRM deals lack clear owners, leaving advisors unsure and outreach delayed. Assign by income and round-robin, then alert advisors so leads are touched within 48 hours.
Overview
Stop manual routing and uneven lead loads by using income-based round-robin assignment so advisors always know which leads to prioritize. Advisors receive a DM with deal context immediately, enabling faster first touch and consistent outreach within 48 hours.