Business owners: stop unclaimed leads and assign follow-ups
Business owners: stop unclaimed leads and assign follow-ups
Business owners watch new leads go unclaimed, causing missed follow-ups and assignment chaos. It posts claim notices and creates follow-up events so agents pick leads before the first follow-up window.
Overview
Unclaimed leads create chaotic handoffs and missed follow-ups that cost opportunities. This workflow posts claim notices and books follow-up events so agents claim leads before the first follow-up window, ensuring faster handoffs and zero missed follow-ups.
Notable Features
- Post claim notices to inboxes
- Create follow-up calendar events
- Assign leads to available agents