Route tourist visa leads to the next available advisor

Sales reps miss tourist visa inquiries buried in forms and inboxes, costing consultation opportunities. Route each submission to the next advisor and log it to a tracking sheet, so reps can follow up within minutes.

Overview

Tourist visa inquiries convert best when an advisor follows up quickly—missed handoffs mean fewer consultations. This workflow routes each form submission to the next advisor, logs the lead, and notifies the rep so follow-ups happen reliably and missed opportunities drop to zero.

Notable Features

Assign leads with round robin
Create lead rows in sheet
Notify advisors via email or chat