Business owners: prevent unassigned leads when round-robin markers are deleted
Business owners: prevent unassigned leads when round-robin markers are deleted
Business owners lose leads when the round-robin 'last' marker is deleted. It selects and marks a replacement 'last' record so sales reps keep receiving assignments and avoid missed follow-ups.
Overview
Unassigned leads stall pipelines and let competitors respond first. This workflow restores the round-robin 'last' marker so sales reps keep receiving leads and focus on closing, delivering faster response times and zero missed follow-ups.
Notable Features
- Detect deleted last marker
- Pick nearest eligible record
- Mark record to resume assignments