Keyword rules
Route by words in the first message, form answers or ad name.
Rules read the first message, form or ad name and send each lead to the right team. Round robin and capacity keep work fair, and any lead not contacted in time moves to the next person.
Starter and GrowthLead assignment, or lead routing, decides who owns a new lead the moment it arrives. Good rules match leads to the person best placed to close them and stop leads from sitting unowned. salestrack routes by keyword, ad, form, branch, workload or round robin, and reassigns leads nobody touches.
Route by words in the first message, form answers or ad name.
Share leads evenly across a team.
Send more to people with fewer open leads.
Leads stay with the branch they came for.
A repeat enquiry goes back to its previous owner.
Not contacted in N minutes? It moves on.
Rules run top to bottom the moment a lead arrives. The first rule that matches decides the owner or team. A final catch-all rule makes sure nothing is left unassigned.
Round robin gives each available person the next lead in turn. Capacity mode sends more to people with fewer open leads. People on leave switch themselves to unavailable and stop receiving new leads.
Set a reassign timer. If the owner does not contact the lead within, say, 15 minutes, it moves to the next person and the manager is notified. Speed to lead becomes automatic.
Each role sees what it needs. Pick a role.
Every lead has an owner within seconds, across every branch.
Switch between a typical week without salestrack and the same week with it.
Group people by product, branch or language.
Keyword, ad, form, branch or round robin.
Reassign if a lead is not contacted in time.
Every new lead shows its owner and timer.
Leads from the Palm Grove ad go to the Palm Grove team; villa enquiries go to the villa team.
See Real estate →Clinics"Implant" goes to the implants coordinator, "braces" to the ortho desk.
See Clinics →Education"NEET" enquiries go to medical counsellors, "JEE" to engineering.
See Education →Yes. Rules can read the ad name, campaign or form, so leads from a Dubai ad can go to your UAE team.
Set a reassign rule — for example, if a lead is not contacted in 15 minutes it moves to the next available person.
Yes. The availability switch in My day stops new leads coming to someone on leave or in a meeting.
Yes. Click-to-WhatsApp and inbound chats follow the same rules as lead-form leads.
Round robin gives each available team member the next new lead in turn, so leads are shared evenly.
Yes. Use keyword rules on the first message, or route by the ad or form language, to send Arabic or Hindi enquiries to the right person.
Yes. Outside office hours the AI agent can reply first and leads are assigned when the team is back. [CONFIRM: office-hours settings]
Basic assignment is available on Free. Keyword rules, capacity and reassign timers are on Starter and Growth.
More questions? Email info@salestrackcrm.com or WhatsApp +91 80860 14345.