How to hand off marketing leads to sales cleanly
The Pipeline Crew recommends which marketing leads are ready for sales and packages the context a rep needs. You approve the handoff.
Pipeline Crew
When you need this
Marketing says it sent good leads, sales says the leads were not ready, and nobody can show what the lead actually did.
How the crew does it
Collect what the lead did
Pipeline Crew
Atlas gathers the lead's source, form answers and recorded activity from the CRM and connected tools.
Check it against your handoff rule
Pipeline Crew
It compares the lead with the rule you set for when a lead is ready for sales.
Write the handoff note
Pipeline Crew
Ready leads get a short note for the rep: who they are, what they asked for, and a suggested opening.
Approve the handoff and owner
You
You confirm each handoff and the receiving owner before the CRM is updated.
What waits for you
Each lead handed to sales, its new owner, and the CRM update that records it.
Connect
CRM, salesforce, google_analytics
Measured by
Handed-off leads that reach a booked meeting or a qualified stage.
Limits
The crew needs a written handoff rule to apply. It recommends handoffs and does not change ownership or stages on its own.