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Reducing the number of steps to reassign a Lead

edited May 9, 2017 5:39PM in Sales 3 comments

Summary

It takes 10-13 clicks for a manager to assign/reassign a lead to a sales rep!!! No way to get adoption.

Content

We have approx. 700 outside sales reps covering 40+ market offices.

We have a large volume of potential customers submitting inbound leads to our website, corporate phone number and local market phone numbers and emails.

All of these are pushed into OSC and we use the Assignment Manager to send them to the proper manager based on contact address info.

The issue starts now: the Manager must assign these leads to a sales rep. OOTB the process is torture requiring 10-13 clicks.

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