Project managers: keep ad leads assigned with owner rotation

Project managers let ad leads sit unassigned, causing missed follow-ups and broken handoffs. This flow creates prospect records and rotates owners, ensuring sales reps start prioritized follow-up.

Overview

Project managers risk losing pipeline momentum when ad leads arrive unassigned and handoffs break down. This workflow guarantees every ad lead becomes a prospect record with a rotated owner, so sales reps receive prioritized, organized follow-up and handoffs remain clean.

Notable Features

Create prospect records from ad leads
Rotate owner assignment in round-robin
Notify assigned rep with lead context