Route and tag target leads to inside-sales reps
Route and tag target leads to inside-sales reps
Sales reps miss prospects when leads from target sources arrive unassigned, letting competitors respond first. This routes and tags each incoming lead to the next inside-sales agent so reps follow up faster.
Overview
Unassigned leads allow competitors to beat your reps to the first contact and stall the pipeline. This workflow routes and tags target leads to the next inside-sales agent, so reps receive properly routed prospects and response times drop dramatically. Customers report cleaner CRM records and fewer missed follow-ups.
Notable Features
- Assign leads by round robin
- Tag CRM records by source
- Notify assigned rep via email