Never miss local leads: add sales reps as followers
Never miss local leads: add sales reps as followers
Sales reps miss local leads when new contacts fall outside their view. Add regional reps as followers when contacts match regional filters, so reps follow up promptly.
Overview
Sales reps lose ownership of local leads when contacts don't surface to the right inbox, letting deals stall and forecasts blur. This workflow attaches the regional rep as a follower whenever a contact matches your regional filter, creating clear ownership and prompting faster follow-up.
Notable Features
- Add regional rep as follower
- Filter contacts by region
- Notify reps when followers added