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Route property contacts to sales reps with hours flag

Sales reps miss inbound contacts flagged for a building, causing missed first touches. Assigning owners, marking Not Contacted, and stamping business-hours gives reps prioritized leads to follow up.

Route property contacts to sales reps with hours flag

Overview

Unassigned property contacts let warm leads slip and stall pipeline momentum. This workflow guarantees flagged contacts are owned, labeled Not Contacted, and timestamped with a business-hours flag so sales reps receive prioritized leads and response times drop dramatically.

Notable Features

  • Assign owner based on property
  • Set lead stage to Not Contacted
  • Stamp contact time and hours flag

Route property contacts to sales reps with hours flag