Redistribute Leads By Team
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Shannon Sexton
With a larger store there are a lot of employees that show up under the redistribute tab. It would be wonderful if you could create a redistribute by team selection so that we can select that team to receive the leads round robin after a sales person leaves instead of having to select each person individually
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Victor Hernandez
IT WOULD BE GREAT IF YOU COULD ALSO JSUT REDISTRIBUTE THE OPEN DEALS WHICH IS HELPFUL WHEN SONEONE IS ON LEAVE BUT WILL RETURN
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Shannon Sexton
I have 30 different stores that i work with. 7 are currently on drive centric. normally we distribute the leads to all the the remaining sales staff or the internet team. One of my stores has 45 sales consultants so that can be time consuming. We set up teams based on a manager. Either the internet manager if it is a internet team, under sales manager. Teams for distribution for us can be the same as teams for task monitoring etc. You already have the team set up capability, it would just be nice to have the option to use it for lead distribution too
Shelby Parker
Thank you for posting, Shannon Sexton! I have a few more questions for you:
- How do you currently manage lead redistribution among teams when a salesperson leaves?
- What criteria do you use to define a team for lead redistribution purposes?
- Are there any specific features or functionalities you would like to see in the team selection process for lead redistribution?