Please do not mention a salesman name to answer the customer while the lead is assigned to another salesman. This creates confusion!!!
under review
D
Dennis Guderen
For example, customer Leoine Brown is assigned to me but stacy tells Zaher Eljouahiri to answer the customer.
Drew Adler
under review
Shelby Parker
Great to hear your perspective, Dennis Guderen! I have a few more questions for you:
- Can you provide more context on how the assignment of leads to salespeople is currently handled in the system?
- Is there a specific scenario or set of conditions under which this issue tends to occur?
- Would a solution be to have a notification or alert system when a lead is assigned to a different salesperson?