Notify field agents when qualified leads are marked sent
Notify field agents when qualified leads are marked sent
Sales reps lose hot prospects when lead rows change to 'SENT' and no one is alerted. Qualified leads go to matching field agents, so sales reps follow up before opportunities cool.
Overview
Sales reps lose priority prospects when qualified leads sit unassigned. Route 'SENT' leads directly to matching field agents and create CRM follow-ups, transforming handoffs so response times drop dramatically and manual lead hunting stops.
Notable Features
- Route leads to matching agents
- Send SMS and push alerts
- Create follow-up tasks in CRM