Business owners assign new leads to the right agent
Business owners assign new leads to the right agent
Business owners miss leads when form enquiries pile up, hiding contacts. Create an enquiry and assign follow-up tasks so agents start outreach quickly.
Overview
Unassigned enquiries cost appointments and deals; business owners need clear accountability on every lead. This workflow creates an enquiry record and assigns a prioritized follow-up task to the right agent, driving faster response times and eliminating missed follow-ups.
Notable Features
- Create enquiry records with context
- Assign follow-up tasks to agents
- Prioritize leads by budget and timeframe