Lead Round Robin
Give every new lead to the right rep, by rules you can read.
What installing it brings
- 1 workflow31 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Give every new lead to the right rep, by rules you can read. Describe your team in a few lines (territory by country, state or postcode, company size, product expertise, how many open leads each rep can hold, who is off), then paste your new leads or read the HubSpot leads that have no owner. Each lead goes to the rep who covers its territory, size and product, who has room and whose turn it is: a rep who is off or full is skipped, and a tie goes to the rep assigned longest ago. One line says why, the lead's own message is quoted as written, and an instruction hidden in a message is never followed. No AI chooses the rep. Every lead is a card on your Lead board (Needs owner, Overdue, Assigned, Contacted); a lead nobody touched within your target is flagged Overdue, and a lead already on the board is never assigned twice. Optional and off by default: write the owner in HubSpot, and post one summary in Slack. Nothing is sent to a lead. Settings: pasted leads or HubSpot, your team, preview only, the target time and when its clock starts, open leads per rep, what to do when everyone is full or a lead has no country, leads per run, company size bands, your products, owner write-back, Slack channel, HubSpot window, lifecycle stages, open statuses, size and product properties, account number. No account is needed to start.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 31 steps, 1 screen.
Published by
livecontext
@livecontext