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Route social leads to sales reps with round-robin

Route social leads to sales reps with round-robin

Sales reps miss social leads when they're unassigned or mis-tagged, causing missed follow-ups. Round-robin routing plus UTM normalization deliver enriched leads to reps for traceable follow-up.

Route social leads to sales reps with round-robin

Overview

Unassigned social leads and inconsistent UTM tags let competitors reply first and obscure campaign attribution. This workflow evenly routes incoming social leads and normalizes UTM sources so sales reps get enriched, actionable leads and can follow up quickly. The result is clearer attribution, no unassigned leads, and faster first touch from sales.

Notable Features

  • Assign leads via round-robin
  • Normalize and tag UTM sources
  • Create follow-up task for rep

Route social leads to sales reps with round-robin