Skip to content
Log inSign up
Templates
Create round-robin lead records for intake and routing

Create round-robin lead records for intake and routing

Your ad form submissions arrive without routing or vetting, leaving partner intake teams uncertain which leads to contact. Leads are logged and distributed so intake staff can start outreach same day.

Create round-robin lead records for intake and routing

Overview

Unrouted ad leads create gaps and uneven workloads that slow outreach. This flow captures each incoming ad lead, vets basic qualifiers, and assigns partners in rotation so intake staff can begin outreach the same day.

Create round-robin lead records for intake and routing