Flag uncontacted leads by rep
Build a lead follow up system with lead management automation that checks assigned leads hourly for a first call or email, groups uncontacted leads by rep, and posts a digest to the sales channel to protect your speed to lead.
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On a schedule (every [schedule frequency, e.g. hourly]), the automation searches [CRM name] for leads assigned to a rep longer ago than the agreed response window ([response window, e.g. two hours, one business day]) that still have no logged call, email, or meeting. It groups these uncontacted leads by assigned rep, listing each lead's name, company, source, and time since assignment, then posts one digest to the sales team channel in [team chat platform, e.g. Slack, Microsoft Teams] with each rep named next to their leads.
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Problem
Sales managers check by hand whether leads assigned to reps have actually been contacted, opening each lead record to look for a logged call or email. The check runs only when someone has time, so assigned leads wait for days, some never get a first touch, and the interest that made them reach out fades.
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Solution
On an hourly schedule, the automation searches the CRM for leads assigned to a rep longer ago than the agreed response window that still have no logged call, email, or meeting. It groups these uncontacted leads by assigned rep, listing each lead's name, company, source, and time since assignment, then posts one digest to the sales team channel with each rep named next to their leads.
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Impact
Every assigned lead either gets a first touch within the agreed window or lands in front of the team, so inbound interest no longer goes cold while it sits unnoticed in the CRM.
Benefits
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Faster lead response
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Increased lead conversion
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Fewer abandoned leads
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Higher SLA compliance
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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