Set a first-call time limit and get alerted when it is missed
Put a countdown on every new lead, warn the owner, alert a manager if it runs out, and tune the time per source or course.
How it works
4 steps in YuktiBOS.
Where to find it: CRM, Set-up, Sales desk.
- Set the default time (5 minutes unless you change it), the warning minutes and the working hours.
- Add lines for a source or a course with their own minutes, 1 to 240. The course wins over the source, which wins over the default.
- The salesperson sees a timer on the lead; logging the first call or email stops it.
- If it runs out in working hours, the manager is alerted. Out of hours the clock waits for the next opening.
What you get
What comes out of it.
An I am on the call button that stops the clock for long calls.
Leads already handed over keep the time they were given.
One number per lead, so no clock changes under someone.
Who it is for. Sales managers who care about speed to lead.
You may also know this as: speed to lead, first response time sales, lead response timer.
Related things you can do
More from Lead hand-over and sales desk
Want to set a first-call time limit and get alerted when it is missed?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.