Route new leads to the right sales advisor instantly
Route new leads to the right sales advisor instantly
Sales advisors lose incoming leads when submissions go unassigned, causing missed follow-ups and stalled pipeline. Assign and log leads to the right advisor so follow-up happens quickly.
Overview
Unassigned leads let competitors respond first and stall pipeline. This route-and-log workflow ensures every inbound lead lands with the right sales advisor, enabling faster response times and cleaner pipeline data.
Notable Features
- Route leads to advisors by rule
- Create or update CRM contact
- Send advisor notification and task