Never miss referral leads — route to sales reps instantly
Never miss referral leads — route to sales reps instantly
Sales reps miss referral leads when source-tagged inquiries go unassigned, costing scheduled estimates. This workflow routes those leads to reps and creates contact tasks so follow-up starts quickly.
Overview
Referral leads go cold when initial contact isn't routed correctly, costing scheduled estimates and deal momentum. This workflow captures source-tagged leads, routes them to the right rep, and creates contact tasks with notifications so follow-up starts quickly; sales leaders report faster response times and cleaner lead routing.
Notable Features
- Filter leads by referral source
- Notify assigned rep via email or SMS
- Create CRM contact and task