For IT: Route available leads to sales advisers instantly
For IT: Route available leads to sales advisers instantly
Sales advisers setting status to available leave unassigned leads to age, causing missed follow-ups. This workflow routes those leads to available advisers so first touch happens quickly.
Overview
Unassigned leads sitting idle let competitors respond first and stall pipeline momentum. This workflow guarantees available advisers receive relevant prospects automatically, so sales advisers make first contact faster and pipeline health improves. Customers report faster response times and fewer missed follow-ups.
Notable Features
- Route unassigned leads to advisers
- Check adviser availability before assignment
- Notify adviser and create task