Route leads to brokers by province with fair distribution
Route leads to brokers by province with fair distribution
Brokers lose leads when intake entries go unassigned by province, causing outreach delays. This workflow captures each new lead and assigns a provincial broker so brokers can begin outreach quickly.
Overview
Unassigned intake leads create pipeline gaps and let prospects go cold. Routing leads by province with randomized distribution protects pipeline integrity, evens workload across brokers, and drives faster first contact so fewer opportunities stall.
Notable Features
- Capture leads from intake table
- Assign brokers by province and rotation
- Notify assigned broker for follow-up