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Which CRM are you using? We use Tekion. Our UCM assigns leads manually.

We have two main salesmen. One is a go-getter, and the other does the bare minimum. Sometimes our go-getter doesn't follow up as he should, but he still outperforms the other guy. We don't use RR to assign the leads. Although, in a sense, our UCM assigns based on merit. The go-getter always gets more leads, even when he is off.

I just checked our CRM and I don't see any settings that might assign leads based on merit.

The closest we can get, is to automatically assign leads based on past relationships, or if the assignee fails to answer the leads within a certain amount of time the CRM will automatically re-assign the lead to the next person. This is with a RR setting.


I will keep this in mind to ask our Tekion tech because I can see some advantage to having it. In theory, it could incentivized the slackers to do better.

I'd love to see what you come up with.