Convert · Lead routing

Every lead to the right salesperson, fairly, and on time

Leads Center is one place that decides who gets a new lead, with rules ranked by priority. It skips people who are away, off shift or full for the day, and passes a lead on when nobody answers in time.

Leads CenterRule: Sales team · round robin
Incoming
Waiting for the next lead
Reply deadline
15:00
M
Mimi · Europe packagesAvailable
6 today
H
Hafiz · UmrahAvailable
5 today
A
Aqil · Asia toursAway
5 today
N
Nabila · Europe packagesAvailable
4 today
  • Farah to Nabila · fair turn
  • Aqil set to Away
Fair turns across every rule
A reply deadline that moves stuck leads
A greeting card from the assigned salesperson
Rules

Returning customers first, then flows, then channels

A returning customer goes back to the person who served them. A rule ranked higher can take a chat over only while nobody has replied, so a lead is never yanked from someone mid-conversation.

  • Rank, supersede, and hand assignments that stick
  • Fair count per person across every rotation
  • Import your current channel and flow setup in one click
Returning customers first, then flows, then channels
Deadlines

Nobody answered in 15 minutes? The next person gets it.

The clock counts the owner’s working minutes and stops only when a person replies. A flow still talking to the customer does not count as waiting.

  • Working hours and away status per person
  • Daily caps so one person is not flooded
  • Try a lead: a simulator that runs the real rules
Leads CenterRule: Sales team · round robin
Incoming
Waiting for the next lead
Reply deadline
15:00
M
Mimi · Europe packagesAvailable
6 today
H
Hafiz · UmrahAvailable
5 today
A
Aqil · Asia toursAway
5 today
N
Nabila · Europe packagesAvailable
4 today
  • Farah to Nabila · fair turn
  • Aqil set to Away
Greeting cards

The first message is from a real person

Each salesperson sets their own poster and caption once. Chatz sends it before any flow, so thirty sales flows no longer need ninety greeting steps.

  • First contact, every new chat, or after a quiet spell
  • A company card when nobody is assigned
  • Old flows converted to the new card in one pass
9:41
‹AT
Alps Travel
Business account
Hi, nak tanya pakej Swiss Alps9:39
Alps TravelM
Kenalkan, saya Mimi
Travel consultant · Pakej Eropah
WhatsApp: 012-345 6789
Hai! Saya akan uruskan pertanyaan anda. Sila pilih di bawah 👇9:40
1 - Maklumat pakej
2 - Tarikh & harga
3 - Cakap dengan Mimi9:40
Message➤
How it works

Up and running in three steps

  1. 1

    Import what you have

    Channel rotations and flow assign steps become rules.

  2. 2

    Set the people

    Working hours, caps and who is in each rotation.

  3. 3

    Switch it on

    Test with Try a lead first, then go live.

FAQ

Questions people ask

What happens if I switch Leads Center off?+

Everything goes back to how it worked before: channel rotations and flow assign steps assign as they always did.

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Lead Routing: Share Leads Fairly, Reply Faster | Chatz