Routing & ownership
- Round-robin assignment with working-hours and vacation awareness
- Source-based routing (portal leads → portal team, referrals → seniors)
- Project/territory routing with overflow fallback
- Workload-balanced assignment capping open leads per agent
- Reassignment of untouched leads after SLA breach
Follow-up & communication
- Day-0/1/3/7 cadence tasks until first contact or disqualification
- Instant WhatsApp acknowledgment on lead creation
- Appointment reminders at 24h and 2h with reschedule handling
- Payment reminder ladders tied to due-date fields
- Re-engagement of aged leads with template offers
- No-show recovery: missed meeting → rebooking task + apology template
Control & hygiene
- Discount approval chains above thresholds
- Mandatory fields at stage transitions (budget before proposal, lost reason before close)
- Stalled-deal alerts after N days in stage
- Manager digest of SLA breaches and pipeline movements
- Auto-archival rules keeping pipelines honest