Balance leads with round-robin assignments for sales reps

Sales reps miss follow-ups when new leads pile up, letting competitors respond first and deals stall. Round-robin assignment sends each new lead to the next rep so follow-up happens quickly.

Overview

Leads get routed evenly so sales reps follow up before competitors and deals don't stall. This flow centralizes assignment and notifications, creating a clear audit trail — teams report fewer missed follow-ups and fairer workloads.

Notable Features

Rotate leads evenly among reps
Create follow-up task for rep
Notify assigned rep with lead details