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Assign new leads via round-robin to on-call reps

Assign new leads via round-robin to on-call reps

Your incoming lead records sit unassigned, causing first-touch delays and missed follow-ups. Leads route to the next rep and SMS and CRM records are created so reps respond within minutes.

Assign new leads via round-robin to on-call reps

Overview

Unassigned inbound leads waste your reps' best response window and create manual triage work for sales ops. This flow assigns each new lead to the next rep, creates the contact record, and fires an SMS alert so reps can respond within minutes.

Assign new leads via round-robin to on-call reps