Update sales rep availability from record button click
Update sales rep availability from record button click
Your reps' availability updates via button clicks often leave routing and assignments inconsistent. Managers get a single available/away record for real-time routing and same-day coverage.
Workflow preview:
Zap details:
Overview
When reps flip availability via a record button, routing and coverage depend on a single truth for who’s available. This flow standardizes Available/Away markers and logs change times so managers can route leads and assign coverage the same day.