Leads & pipeline · 3 min read
Auto-assignment rules
Never leave a fresh lead waiting because everyone assumed someone else would pick it up. TraWe assigns automatically the second a lead is created.
Round-robin
Distributes leads evenly across a defined pool of agents. Off-duty agents can be excluded from the rotation.
Destination-based
Route Bali to your Southeast Asia specialist and Ladakh to your Himalayan expert. Rules stack in priority order.
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