Fair lead distribution
Fair lead distribution is an automation Rosada Automation builds for Professional & B2B firms. New leads go to the right person on your team, and nobody who's out of office gets one.
Who it's for
- Professional & B2B firms
Example run with sample data
Manual ~8 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 4
Lead in
A sample lead arrives. You are not pulling those names across by hand.
Source
- Sample Co.New
- Already on fileSkipped
- Do not contactSkipped
Your list
- Sample Co.Pulled in
Example run. Nothing here is sent for real.
Where you approve
This example doesn't message a customer or move money. You can pause it, and the handoff guide shows you how.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- Who is in the rotation
- How out of office is handled
- Who gets the alert