Assign new leads to rotating agents and notify them
Assign new leads to rotating agents and notify them
You receive new lead records unassigned, causing reps to scramble and response times to slip. The workflow assigns each lead to a rotating agent and sends alerts so contacts are reached same day.
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Overview
When leads arrive unassigned, follow-up speed suffers and opportunities slip away. This flow routes each new lead to a rotating on-duty agent, updates the lead record, and sends DM alerts so reps can contact prospects same day.