Lead Bucket
R
RYAN HURST
Should have a lead bucket created. All leads go into a bucket and salespersons have to then claim leads from bucket.
Shelby Parker
Thanks for sharing this, RYAN HURST — really helpful idea. Just to make sure we’re understanding the workflow correctly: are you envisioning a single shared “lead bucket” where all new leads land by default, and then reps manually claim/assign them from there? I’m looping this into our review with the team, and we’ll follow up if we need any extra details.