Sales
Lead Routing
The right lead reaches the right person instantly, with a follow-up guarantee.
The problem
Leads sit in a shared inbox until somebody notices, or two people call the same person.
The solution
Rules assign ownership by territory, service line or availability, notify on the channel that gets seen, and escalate if there's no touch inside your SLA.
How the workflow runs
- 1Lead is created and classified
- 2Owner assigned by rule and availability
- 3Notification sent to phone and Slack
- 4Escalation fires if untouched inside the SLA
Benefits
- ✓Clear ownership
- ✓SLA escalation
- ✓No duplicate outreach
- ✓Full audit trail
Industries that use this
Real EstateInsuranceProfessional ServicesManufacturing
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