We can setup how new and qualified leads are assigned to the owner(s).


Using the Dynamic Lead Assignment means assigning leads to Annette first so leads can be qualified before they go to agents for follow up. 



Once leads are qualified, they'll be assigned to the next agent available if Round Robin system is in use or whoever first responded when the hand over happened on Broadcast system.


You may read more Round Robin and Broadcast system here.


If you have any questions, please reach out to us by emailing support@fieldnotes.ai