We have three reps. When I lead comes in there is a pipeline called "Not Yet Contacted"
Here is the issue. We have the leads come in and get assigned to the reps based on who is available. But if they are unable to make contact, That lead is now assigned to them If they are not available to make the follow up call, or don't... I want to give the other reps the ability to follow up and make contact. It doesn't matter until contact is made which rep is calling.
Thoughts on how to do this?
Some concerns are:
1) If two people are working, then two reps can be calling the sale person at the same time.
2) The reps work out of activities and may not see leads others started and didn't finish.
Hope it makes some sense.
We use Kixie to make calls BTW