Engineering: route tagged leads to next sales advisor

Sales reps let tagged contacts sit unassigned, letting leads go cold and deals stall. Engineering routes tags into a round-robin assignment so advisors start follow-up without manual triage.

Overview

Unassigned tagged leads let competitors respond first and stall your pipeline. This routing workflow turns tag events into round‑robin ownership so every contact is owned and follow-up starts without manual triage — response times drop dramatically and missed follow-ups become rare.

Notable Features

Assign leads by tag rotation
Respect advisor availability status
Update contact owner in CRM