Lead routing, response times and the sales dashboard
Route new leads to the right person, see who answered in time, and read the pipeline, win rate and forecast in one place.
Steps
- Routing rules: match all leads, a source or a field, and assign by turns or to the first available person. People marked away are skipped.
- Set a first-response target. A chip on each lead counts down; the first note, call, email, WhatsApp or stage change by a person stops it.
- When a target is missed, the owner and the admins get one email, and the lead can be reassigned once.
- Tasks have a type, a due time and reminders that respect quiet hours in the recipient's timezone.
- Deals → Insights shows the pipeline by stage, win rate, days per stage, lost reasons, lead sources, expected closes and a leaderboard.
Questions
- Does a bot reply count as a response?
- No. Only a person stops the clock; automations, bots and the system do not.
Updated 2026-10-02 · llms-full.txt