Assign new deals to sales reps using weighted rota
Assign new deals to sales reps using weighted rota
Your new deals often lack an assigned owner, leaving outreach unclaimed and pipeline visibility broken. This flow assigns owners from contact data or a weighted rota so reps can act same day.
Overview
Unassigned deals slow outreach and force marketing ops into manual triage. This flow ensures every new deal gets a clear owner from contact data or a weighted rota so reps can start outreach same day and pipeline reporting stays accurate.