Business owners: route, code, and assign tour requests
Business owners: route, code, and assign tour requests
Business owners get tour requests uncoded and unassigned, causing missed handoffs. Standardize tour codes and route tasks to ops or sales so assignees get clear handoffs and scheduling stays consistent.
Overview
Missed or uncoded tour requests create chaotic handoffs and risk lost bookings for business owners. This workflow standardizes tour codes and routes tasks to the right ops or sales person, eliminating manual routing and ensuring scheduling proceeds reliably. Teams report clearer assignments and fewer handoff errors.
Notable Features
- Standardize tour codes on receipt
- Route tasks to correct assignees
- Advance tasks to scheduling stage