Sales operations

Choose the right lead-routing approach

Push assignment and caller pull queues solve different problems. Here is how to choose a useful starting point.

01 /

Use rotation for incoming enquiries

Facebook lead subscriptions can rotate new enquiries among recipients. AI flow assignment can also use round robin. This fits a team where a fresh enquiry should go directly to the next available handler in the configured rotation.

02 /

Use a pull pool for calling work

Lead Distribution lets callers request a batch with a WhatsApp keyword. Daily caps, sheets, and recycling controls make it useful for a shared pool that is worked through a calling process.

03 /

Keep sources and working groups clear

Retain the page, form, and campaign context on incoming ad leads. Use distribution sheets for pool organization and lead folders or saved views for personal work. These are related tools with different purposes.

04 /

Decide what completion means

Document when an agent should update a lead, complete a pool record, add a remark, or reset it for another attempt. Consistent actions make the queue and the reports more useful to the next person.

TAKE THIS INTO YOUR WORKSPACE

Choose routing around how the team works, then make the completion rules explicit.

BUILT AROUND YOUR BUSINESS

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Tell us how your team works. We'll help you find the right place to start.

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