Assign webform leads to regional reps, create task
Assign webform leads to regional reps, create task
Your webform lead records arrive unassigned, leaving reps without context and delaying first outreach. The workflow assigns owners and creates follow-up tasks so sales can contact prospects the same day.
Overview
Unassigned webform leads often sit idle, costing you timely contact with growers and prospects. Route leads by country and create next-action tasks so regional reps receive ready-to-work items and can follow up the same day.