How to tell each owner which leads to work first
The Pipeline Crew ranks each owner's open leads by stage, age and recent activity, so every rep starts the week with a short list instead of a full queue.
Pipeline Crew
When you need this
Reps open the CRM on Monday to a long queue and work whatever is at the top, not what is most likely to move.
How the crew does it
Group open leads by owner
Pipeline Crew
Atlas splits the open pipeline by the owner recorded in the CRM, including leads with no owner at all.
Rank each owner's queue
Pipeline Crew
Leads are ordered using stage, time since last touch and any recorded buying signals, with the reason shown for each.
Call out unowned and overloaded queues
Pipeline Crew
Leads with no owner and owners with more than they can work are flagged for a decision.
Confirm or adjust the priorities
You
You or the sales lead confirm each owner's list, reorder it, or move leads between owners.
What waits for you
The final priority list for each owner and any lead moved from one owner to another.
Connect
CRM, salesforce, Spreadsheet or CSV
Measured by
Priority leads touched during the week and qualified pipeline movement on those leads.
Limits
Ranking uses what the CRM records. The crew does not reassign leads or update records without approval.