For business owners: keep web leads correctly routed

Business owners lose web leads to misrouted brokers and stalled follow-up. This enforces default lead settings and broker assignment so sales reps get correctly formatted leads for faster follow-up.

Overview

Web leads with missing fields or unclear ownership routinely get misrouted and cause stalled follow-up. This workflow enforces default lead settings and smart broker routing so sales reps always receive correctly formatted, assigned leads — eliminating missed touches and reducing follow-up friction. Deploying it protects pipeline velocity and improves forecast accuracy.

Notable Features

Apply default lead settings
Route leads to correct broker
Notify sales reps and create tasks