Skip to content

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.

Engineering: route 'Ready to talk' leads by timezone

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

Engineering: route 'Ready to talk' leads by timezone