Assign new market leads and send intro email
Assign new market leads and send intro email
Your campaign leads arrive unassigned, leaving reps without owner context or priority for outreach. Assign leads to reps and queue a templated intro email so contacts are outreach-ready same day.
Overview
When campaign leads land in CRM unassigned, reps waste time figuring out ownership and outreach priority. This flow assigns each new marketing lead to a rep, updates the lead status for calling, and queues an intro email so outreach starts the same day with context.