Lead Handoff template
Inbound leads land in one queue. Your sales manager routes each one by territory or round-robin, brokers reply from their phones, and nothing goes cold in someone’s inbox.
The same three roles, in your words.
Submitter
Prospect
Fills out the form, then mostly drops out.
Dispatcher
Sales manager
Routes each lead and keeps it moving.
AssigneesFree
Brokers
Do the work and reply by text or email. No app, no seat.
Lead #1042
AssignedYouSales manager
New lead in your territory: three vans, wants pricing this week.
North territory brokerreplied by text
Called them. Quote goes out tomorrow.
Start with these, switch on more from the field library, and rename anything.
Early access
Tell us about your leads and who works them. We read every response and reach out personally.
Baton is in early access and not yet generally available.