PURIST automation · lead distribution
Leads should not go to whoever grabs them first.
Rotate them fairly, and skip whoever is away.
- 1A new lead arrives
From a form, an ad or a call, into one intake.
- 2The next rep is picked
In a fair rotation, or by territory or skill.
- 3Away? Skipped
Holidays, sick days or a full pipeline are respected.
- 4Delivered
The rep gets the full lead card and an SMS.
- 5Load stays even
Every rep can see the count, nobody is buried.
Names and leads are examples. The rotation can weigh territory, language or skill as well as turn order.