IT: Route new CRM leads during outreach windows

IT teams watch leads hit the CRM outside outreach windows, so reps call at inconvenient times. This flow holds leads until configured outreach windows so reps engage when available.

Overview

Leads routed outside outreach windows force reps into awkward cold calls and risk losing warm prospects. This IT-owned flow ensures leads are delivered only during configured outreach windows so reps make first contact when available, reducing missed follow-ups and improving response consistency.

Notable Features

Route leads during outreach windows
Hold leads until outreach windows
Notify reps when leads arrive