Response Time Rule:
If the assigned salesperson does not make initial contact with the lead within 24 hours of assignment, the lead becomes available to other team members.
Follow-Up Inactivity:
If there is no follow-up contact attempt within 48 hours after the initial contact, the lead can be reassigned.
Lead Inactivity:
If a lead has not been contacted or updated in the CRM for more than 7 days, it becomes open for reassignment to another salesperson.
Pipeline Stagnation:
If a lead remains in the same pipeline stage without any progression for more than 14 days, it can be claimed by another team member.
Unreachable Leads:
If a lead is marked as "unreachable" (e.g., no response to emails or calls) after 3 attempts within a week, another salesperson can attempt to engage with the lead.
Customer Request:
If a lead explicitly requests to speak with a different salesperson, the lead should be reassigned to another team member immediately.
Performance Metrics:
If the assigned salesperson consistently fails to meet performance metrics (e.g., response time, follow-up frequency), their leads can be redistributed to other team members.
Salesperson Absence:
If a salesperson is on leave or absent for more than 3 business days without arranging coverage, their leads can be temporarily reassigned to ensure continued engagement.
High-Value Leads:
High-value or priority leads (e.g., large potential deals) that are not actively pursued within 48 hours can be reassigned to ensure they are given adequate attention.
Internal Transfers:
If a salesperson transfers to another department or role within the company, their active leads should be redistributed to remaining team members immediately.
These rules help ensure that leads are promptly and effectively managed, minimizing the risk of missed opportunities and maximizing the chances of conversion.
