Sales Ups Rotation
Rodrigo Duran
Add an “Up Rotation” feature directly into the CRM to track which salesperson should greet the next incoming customer.
Salespeople can mark themselves available/unavailable, and the CRM automatically moves through the rotation as customers are taken.
The CRM already knows who is working, who is with a customer, who has appointments, and who is actively selling. We should use that information to manage the floor automatically.
The goal is to eliminate confusion, create a fair rotation, and give managers real-time visibility into who is next up and who has taken each customer.
Shelby Parker
Thanks for sharing this, Rodrigo Duran — really helpful context. I’ve passed it along to the team for review since I can see how an in-CRM “Up Rotation” would reduce confusion and make the floor feel a lot fairer. If you’re open to a quick follow-up: do you envision managers being able to override/reorder the rotation, and should the “available/unavailable” status be manual only or also driven automatically by things like appointments / active deals? That detail will help us evaluate the best approach.