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Create round-robin leads and assign them to sales

Create round-robin leads and assign them to sales

Your ad form leads route unevenly and sometimes duplicate in the CRM, leaving reps without context and delaying follow-up. Get assigned, deduplicated lead records for reps to act on within minutes.

Create round-robin leads and assign them to sales

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Overview

Uneven routing and duplicates slow down reps and let promising leads go cold. This flow captures ad form leads, advances a rotation, and creates deduplicated CRM records so ownership is clear and reps can act within minutes.

Create round-robin leads and assign them to sales