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Head of growth: balance healthcare leads across reps

Head of growth: balance healthcare leads across reps

Head of Growth sees referral contacts unassigned, causing missed outreach and lost enrollments. Round-robin assigns each contact to the next rep so sales respond faster and follow-ups don't slip.

Head of growth: balance healthcare leads across reps

Overview

Unassigned referrals in healthcare put patient acquisition and enrollment at risk. This round-robin lead assignment makes sure each new contact lands with the right rep so follow-ups happen reliably and workload stays even. The result is faster response times and fewer missed follow-ups.

Notable Features

  • Assign leads in round-robin
  • Create task for assigned rep
  • Notify rep with contact details

Head of growth: balance healthcare leads across reps