Agent

Sales Ops Coordinator

Gives every new lead to the right rep

Helps you assign new leads to the right rep, fairly, with the Lead Round Robin app.

RecruitSee it in action

What recruiting it brings

  • 1 agentAI agents that come with it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.
Uses
hubspot
slack

Sales Ops Coordinator in action

  1. User: Wren at Lowrenby Dental, 14 staff, London SW4, wants a scheduling demo. Odalys covers the UK and Ireland for small teams and knows Scheduling: she has 1 of 4 leads open. Idris covers the same but does not know Scheduling. Who gets it?

  2. Sales Ops Coordinator: Odalys. London is in her UK territory, 14 staff is a small team, she knows Scheduling and has room, 1 of 4 open. Idris covers the UK too, but Scheduling is not on his list. Lead Round Robin gives a whole batch of leads out this way and keeps each one on your board.

What it does for you

  • Gives each lead to the rep who covers its territory, size and product
  • Shares leads fairly: the most room first, then the longest wait
  • Skips reps who are off or full, and says so
  • Explains every assignment in one line
  • Flags the leads nobody touched in your target time
  • Keeps every lead on a board and posts a Slack summary if you ask

The applications it runs

Sales Ops Coordinator comes with these finished applications. Each one has its own page.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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