Leads and CRM
How do I stop leads sitting in an inbox until someone notices?
Turn incoming lead messages into tracked records automatically. Assign an owner based on simple rules and alert the team when a new lead is unassigned or not acknowledged within a set time. The inbox can remain a communication channel, but it should not be the lead-tracking system.
What to check
- Which inboxes receive new leads?
- How quickly should a lead be acknowledged?
- Who owns a lead if the normal assignee is unavailable?