Reassign Leads If No Status Change

Are you dealing with leads not progressing within your sales process? This workflow template can assist by reassigning these leads from one rep to another so each lead can receive a timely response to their demo or pricing request.

Checking Lead Status

Imagine a scenario where a lead has been at the same stage in Salesforce or HubSpot for a long time. This could mean a missed opportunity or a possible bottleneck. Default can check for lead status changes and trigger a workflow accordingly.

Reassigning Leads

This workflow routes and notifies the next person in line about a new lead that hasn’t been handled according to the SLA. Thanks to Default this process is now fully automated and seamless with great Slack visibility all around.