• 15 active leads
• 3 pending quotes
• 8 follow-ups scheduled
Without automation:
Leads sit untouched
Opportunities go cold
Deals might slip
With our Zoho workflow:
1. People marks vacation
2. CRM gets notified
3. Leads auto-reassign
4. Tasks with due dates within the period where john is on leave redistributes
5. Clients stay covered
Real example:
Team lead on 2-week vacation
→ 20 leads auto-assigned
→ 5 quotes still closed
→ 0 opportunities missed
Because sales shouldn't pause for PTO.
Want your CRM to handle leaves smartly?
https://zurl.co/EzXJY
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