Create routed lead record and notify salesperson automatically
Create routed lead record and notify salesperson automatically
Your spreadsheet leads go unassigned when routing is manual, leaving reps without context and prospects uncontacted. It assigns owners, logs each lead, and emails reps within minutes.
Overview
Stop letting inbound spreadsheet leads sit unassigned and slow your pipeline. This flow records every incoming lead to your master register, routes it by round-robin, and emails the owner so follow-up happens within minutes.