topic Re: Routing prospecting leads between agents and teams in Sales Hub Tools

Routing prospecting leads between agents and teams

Mat_Cal — Wed, 24 Jul 2024 10:04:55 GMT

Is it possible not to classify the leads according to which agent is in charge of them, but that they just come to some lists and the agents deal with them as they arrive, let's say I have a team that is in charge of leads and not a person, so that they only go to prospecting, but to a list and with those lists are dealt with leads as the agent arrives.

Like any agent can enter prospecting and see unassigned leads nd just takeover a lead for himself to solve and create calls and tasks.

Re: Routing prospecting leads between agents and teams

SDavid7 — Wed, 24 Jul 2024 11:33:31 GMT

Absolutely! Round robin assignment to a team queue is a great way to handle unassigned prospecting leads. HubSpot allows setting this up in your workflows. This ensures even distribution among your team and lets agents grab whichever lead they're ready for.

Re: Routing prospecting leads between agents and teams

Mat_Cal — Thu, 25 Jul 2024 07:09:42 GMT

It seems you didn't quite understand my question. I don't want round robin; I want a list of prospects for a group or a team. When a team member's shift starts, he/she can take a lead for themselves and solve the inquiry.

Re: Routing prospecting leads between agents and teams

RSchweighart — Tue, 06 Aug 2024 18:27:19 GMT

Hi @Mat_Cal,

You may check about adjusting these settings. The first screenshot determines whether you want a company owner to be automatically assigned as a contact owner. The second screenshot shows whether you want that lead owner to sync with the contact or company owner.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.