Assignment rules route every new lead to the right person at once, overdue follow-ups are visible for the whole team, and the performance and response reports show where deals are being lost.
Assignment rules decide who a new lead lands with: one person, a team in turn (weighted if you like), or the unassigned pool for the team to claim.
See today's and overdue follow-ups by person, and step in before a lead goes cold.
Move clients between reps; the full timeline moves with them and the transfer is on record.
A per-person table of leads, visits and bookings, and the response breakdown of every client.
Bookings go through the approval chain you set, with revisions kept.
New leads and transfers reach the right phone as push notifications.
Decide who gets which leads, and turn on the assignment rules.
Review overdue follow-ups each morning and reassign what is stuck.
Use the performance and marketing reports in the weekly review.
Yes. A rule can share leads in turn among a team, one each or with a count per person, or send them all to one person.
Yes. A sales head sees their team's clients and reports, following the reporting lines you set.
Transfer them to someone else; the timeline and the transfer stay on record.
Yes. A rule can leave new leads unassigned for the team to claim, and the client list filters by Unassigned.
The response breakdown groups every client by the last response logged on them, and the overdue follow-ups list shows who has not been called back.
Step-by-step guides for each part of this workflow.