Lead routing and hygiene

I set assignment rules around rep capacity and calendar availability. I review uncontacted leads and apply the redistribution rules you approve before the backlog grows.

For your team: Your team can see who owns each lead and when it needs attention.

What you get

Assignment and ramp rules
Uncontacted-lead review
Approved redistribution and hygiene checks

How I run the work

I inspect the existing ownership rules and how new reps enter the rotation. I agree the response window and exceptions with your sales leader.

I prepare changes for review and check the affected records before execution. A missing activity is a reason to investigate, not proof that a rep ignored the lead.

What I need to start

Rep capacity and calendars
Current routing rules
Authorized CRM scope

I review the gaps with you before proposing the scope and a start date.

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