Engineering: route 'Ready to talk' leads by timezone
Engineering: route 'Ready to talk' leads by timezone
Sales reps miss outreach when 'Ready to talk' leads go unassigned, letting competitors reply first. Route tagged leads by timezone round-robin and update tags so advisors follow up in local time.
Overview
Unassigned 'Ready to talk' leads let competitors win outreach and distort sales forecasts. This timezone-aware round-robin assigns and tags every lead so advisors receive correctly routed prospects and follow up in local time. The result is faster response times and zero missed follow-ups.
Notable Features
- Route tagged leads by timezone
- Assign advisors with round-robin logic
- Update contact fields and tags