Keep sales ops moving by routing intake deals to SDRs

Sales ops see intake-owned deals stay unassigned after create or update, costing timely outreach and skewing forecasts. The workflow reassigns intake deals to a rotating SDR so outreach starts.

Overview

Unclaimed intake deals let leads go cold and distort forecasts. This workflow hands each new or updated intake deal to a rotating SDR, removing ownership gaps so outreach happens promptly. Sales ops get predictable assignments and cleaner pipeline accuracy.

Notable Features

Reassign deals from intake pool
Randomize SDR assignments fairly
Notify assignee and update CRM