Help IT admins route WhatsApp leads to regional reps
Help IT admins route WhatsApp leads to regional reps
IT admins see WhatsApp lead alerts go untriaged, leaving regional sales reps unassigned and deals to stall. Route every lead to the right rep by email so reps follow up promptly.
Overview
Unrouted WhatsApp leads let prospects slip to competitors and stall pipelines. This workflow ensures each inbound WhatsApp lead lands with the correct regional sales rep by email, removing manual triage and enabling reps to follow up promptly. The result is faster response times and zero missed follow-ups.
Notable Features
- Route WhatsApp leads by region
- Email lead details to rep
- Flag unassigned leads for follow up