Introducing automated
lead assignment
—leads will now be instantly assigned to staff
based on availability and expertise.We're excited to announce a new automation feature! From now on, whenever a new lead is added, the system will automatically
assign it to a staff
member based on their availability and expertise. This ensures faster responses and more efficient handling of leads.Here’s what’s new:
Automation Trigger:
Whenever a new lead is added to the system, it automatically triggers this process.Smart Assignment:
Leads are intelligently assigned to staff members based on their availability and specific areas of expertise.Boosted Efficiency:
This automation reduces manual tasks, speeds up response times, and ensures leads are matched with the most suitable team members.Why It Matters:
This feature will help us streamline the lead management process, ensuring faster and more personalized responses to clients. It's another step toward maximizing productivity and enhancing our customer service experience.