PURIST automation · lead distribution

Leads should not go to whoever grabs them first.
Rotate them fairly, and skip whoever is away.

NEW LEADSforms · ads · callsSAMANNAMIALEO12345
  1. 1
    A new lead arrives

    From a form, an ad or a call, into one intake.

  2. 2
    The next rep is picked

    In a fair rotation, or by territory or skill.

  3. 3
    Away? Skipped

    Holidays, sick days or a full pipeline are respected.

  4. 4
    Delivered

    The rep gets the full lead card and an SMS.

  5. 5
    Load 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.