Option to put lead back up for grabs
gathering votes
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John Mottes
It would be helpful if managers / Expert Users had the option to put a lead back up for grabs, that way we can ensure an active user is working it, and not someone on the lot or on a test drive.
Created by Trevor Newman
Shawn Goebel
Merged in a post:
Push Up for Grabs
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John Abrenica
If you could provide managers the ability to push a lead from duplicate or from any status to up for grabs so sales people are aware that this is a hot lead.
Shelby Parker
Hello John Abrenica! I have a few more questions for you:
- What specific criteria should determine when a lead is considered 'up for grabs'?
- How should the sales team be notified when a lead is pushed to 'up for grabs'?
- Are there any specific permissions or restrictions that should be considered for managers when pushing leads to 'up for grabs'?
Canny AI
Merged in a post:
Management permission to put a lead up for grabs
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Patrick Jones
We have two separate internet rooms, if a lead comes up for grabs for salesperson A. and he is not in office one, where I am, and all other sales reps in office one are busy, I can't see into office 2, therefor I have to re assign lead to myself until i find out who is in office 2 and available. It would be much easier, If I could just put the lead up for grabs.
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Roger Hood
As BDC it would be nice if a salesman is not working a lead correct then I can put it back up for grabs
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Peter Pellegrino
I am new to this, can Up For Grabs be in rotation?
Shawn Goebel
Patrick Jones Thank you for the feature request! Would you mind expanding on this? There is an option that if a lead goes unanswered for a certain length of time, it can automatically go up for grabs! Is that what you're wanting?
Shelby Parker
Thank you for posting, Patrick Jones! I have a few more questions for you:
- Can you clarify how you currently determine who is available in office 2?
- What is the process you follow to reassign the lead to yourself and then to the available sales rep in office 2?
- Would you find it helpful if there was a feature to show the availability status of sales reps in different offices?
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Patrick Jones
Shelby Parker Yes. After I assign the lead to my self, I make a call and send a text. Then I have to walk down to office #2 and see who is in there. Once I determine who is available, I then go back to my desk and assign it to that person. Why can't I ( as the department head) have the option to put it up for grabs?
Jonathan Schultz
gathering votes
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John Vincent
Would also be nice to have the ability to make a lead go up for grabs if a phone call is no attempted.