Assign new incoming leads to reps in round robin
Assign new incoming leads to reps in round robin
Your loan inquiry forms arrive without owner assignment, delaying follow-up and creating uneven rep workloads. Leads are assigned to account managers for same-day outreach.
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Overview
When loan inquiry forms land without an owner, follow-up slows and you miss financing opportunities. This flow deduplicates submissions, balances assignments across account managers, and updates the CRM owner so reps can contact prospects same day.