Start and close daily lead assignment window for reps
Start and close daily lead assignment window for reps
Your inbound leads lack a clear claim window, leaving reps unsure who owns leads and delaying follow-up. The workflow posts start and cutoff notices so leads are claimed consistently each day.
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Overview
Remove ambiguity around who should claim inbound leads by instituting a clear daily claim window and cutoff. Your reps get a predictable ownership rhythm and fewer late reassignments each morning.