For training firms: route advertising leads to correct rep

Implementation specialists see ad leads misassigned, causing missed follow-ups and lost enrollments. This reassigns new campaign deals to the correct sales rep, so follow-up happens faster.

Overview

Missed ownership on ad-generated leads costs course enrollments and stalls revenue. This workflow ensures every campaign deal goes to the right sales rep and notifies them immediately, driving faster follow-up and zero missed handoffs.

Notable Features

Assign ad leads by campaign
Match deals to sales rep
Notify sales reps on reassignment