Lead routing and record cleanup
I assign leads around rep capacity and calendar availability. I review untouched leads and apply the reassignment rules you approve.
What you get
- Assignment and ramp rules
- Untouched-lead review
- Approved reassignment and record checks
How I run the work
I inspect ownership rules and how new reps join the rotation. I agree response deadlines and exceptions with your sales leader.
I check affected records and prepare changes for review. Missing activity prompts an investigation; it never proves a rep ignored the lead.
What I need to start
- Rep capacity and calendars
- Current routing rules
- Authorized CRM scope
I review the gaps with you before proposing the scope and start date.
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