Project managers ensure outbound call ownership on leads

Project managers see outbound calls lack agent attribution, causing ownership confusion and missed follow-ups. It adds the completing agent to the lead so reps and managers have clear ownership and can follow up promptly.

Overview

Missed ownership on outbound calls causes follow-ups to slip and deals to stall. This workflow ensures every completed outbound call is credited to the completing agent, giving reps and managers clear ownership and faster handoffs. The result is cleaner pipeline data and fewer missed follow-ups.

Notable Features

Add completing agent to lead record
Update ownership field on leads
Notify reps and managers of changes