Genius Respond to Fumbled Internet Lead
R
Ruben Soltren
When not using Genius to respond initially to new internet leads, it will respond to fumbled leads as a back up. At the moment a new internet lead is considered fumbled, Genius should intervene.
Shelby Parker
Thanks for raising this, Ruben Soltren — totally get why you’d want Genius to step in the moment a new internet lead is effectively “fumbled.” To make sure we’re aligning with your workflow, can you clarify what should count as fumbled on a brand-new lead (e.g., no reply within X minutes, no owner assigned, missed call, etc.)? And when Genius does intervene, what’s the ideal behavior: send the first message to the customer, notify/assign someone internally, or both? Lastly, should that intervention happen immediately once it hits the fumbled criteria, or only after a defined grace period / business-hours rule?
R
Ruben Soltren
Shelby Parker sure, when a new internet lead enters the CRM, if it is not responded to in the time it would be considered fumbled, than Genius should step in immediately sending a text and email when possible. This feature should serve as a safety net. While the goal is for our team to handle initial outreach, having Genius step in automatically ensures that no lead goes ignored if we fail to meet our response time goals. Defining "fumbled" based on our existing store-level settings for timely responses would keep the process seamless and prevent any leads from falling through the cracks.