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Assign new leads to reps and create follow-up task

Assign new leads to reps and create follow-up task

New leads in your smart view go unassigned and time-sensitive prospects miss outreach. You get leads routed and a same-day task so reps act within minutes.

Assign new leads to reps and create follow-up task

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Overview

When new leads sit unassigned, pipeline momentum stalls and reps waste time triaging ownership. This flow routes leads to an available rep and creates an immediate follow-up task so outreach happens within minutes.

Assign new leads to reps and create follow-up task