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.

Start and close daily lead assignment window for reps

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.

Start and close daily lead assignment window for reps