Skip to content
Log inSign up
Templates
For consultants: stop routing leads when events end

For consultants: stop routing leads when events end

Consultants keep getting leads after calendar events end, causing misrouted prospects and stalled pipeline. Routing stops at event end so sales ops stop misroutes and reps get only active leads.

For consultants: stop routing leads when events end

Overview

Misrouted leads when consultants are unavailable let competitors respond first and stall pipeline momentum. This flow flips routing off at event end and notifies sales ops, eliminating misroutes so reps focus on active prospects and pipeline accuracy improves.

Notable Features

  • Turn off lead routing for consultants
  • Notify sales ops in real time
  • Update consultant's CRM user status

For consultants: stop routing leads when events end