For project managers: assign unowned call-status leads instantly

Project managers see unassigned leads switch to 'call' status, causing missed follow-ups and ownership confusion. Route them to the originating sales rep so ownership is claimed quickly and follow-up happens promptly.

Overview

Unassigned leads flipping to 'call' status create follow-up gaps that stall opportunities and confuse ownership. This workflow routes call-status, unowned leads to the originating sales rep so ownership is clear, response times drop dramatically, and missed follow-ups are eliminated.

Notable Features

Assign leads to originating rep
Filter for call status ownership
Notify reps for immediate follow-up