Automated Lead Assigning
Description
Manually assigning leads can slow down your sales process and lead to missed opportunities. This milestone sets up automated rules to ensure leads are assigned to the right sales reps based on criteria like territory, deal size, or source. Workflows will also handle deal creation, source attribution, and escalation notifications for unengaged leads. With this system in place, your team can respond to new leads faster, reduce delays, and focus on closing deals instead of administrative tasks.
Process Summary
- Assignment Rules Definition: Work with your team to establish criteria for how leads should be assigned (e.g., based on geography, industry, or team availability).
- Workflow Development: Build workflows in HubSpot to automatically assign leads, create deals, and attribute their sources.
- Escalation Process Setup: Implement automated reminders and escalation notifications if leads are not engaged within a defined timeframe.
- Testing and Validation: Test the system with sample leads to ensure correct assignment and timely notifications.
- Documentation and Handoff: Provide clear documentation on how the system works and what to monitor moving forward.
Requirements
- A clear definition of lead assignment criteria and team availability.
- Collaboration to identify key escalation timelines (e.g., how long before a lead is flagged as unengaged).
- A list of sales reps, their territories, and other relevant details for lead distribution.
- Feedback during testing to ensure the workflows align with your sales process.
Milestone in Action
Demo video coming soon.
Key Outcomes
- Leads are automatically assigned to the right reps, reducing manual work.
- Improved response times to new leads, increasing conversion potential.
- Clear attribution of lead sources for accurate reporting and analysis.
- Escalations ensure no lead is left unengaged, improving follow-up consistency.