Sticky owner
Same project + email/phone within the sticky window reuses the prior owner so buyers keep one relationship.
Sales Solution
salesTantra assigns in a clear order — sticky owner first, then project sales team, then workflow rules — with absences respected.
The challenge
When managers forward enquiries by chat, speed-to-lead and fairness both suffer.
Reps cherry-pick. Returning buyers get a new owner who doesn’t know the history.
A MagicBricks lead for Project A lands with the Project B pod by accident.
Unassigned queues sit while ads and portals keep sending intent.
Capabilities
Sticky continuity for returning buyers, balanced load for new ones, and rules for priority cases.
Same project + email/phone within the sticky window reuses the prior owner so buyers keep one relationship.
Prefer handlers on that project first — round-robin within the project pod before broader pools.
Match by priority: round-robin pool or specific assignee. Fallback leaves unassigned and can notify the team.
Data flow
Every new lead walks this order until an owner is found — or the team is alerted.
Sticky → team → rules → fallback
Sticky owner?
Same project + email/phone within sticky window → reuse prior owner.
Project sales team?
Project has handlers → rotate among that team first.
Workflow rules?
Match project, pipeline and priority rules (e.g. round-robin pool or named assignee).
Fallback
No match → leave unassigned and notify project team if configured.
Sticky owner
Reuse the rep who already spoke to this buyer.
Round-robin
Balance new leads fairly across a sales pool.
Rule priority
Higher-priority workflow rules win first.
Absence aware
Skip agents on leave when routing.
Examples
Portal, digital and returning buyers — same engine, different outcomes.
No sticky match → project sales team round-robin → owner notified with first follow-up task.
Sticky window hit → prior owner reassigned → conversation continues with full history.
Workflow rule matches priority pool → specific round-robin or named assignee; absences skipped.
Connected
Pair routing with capture, automation and calling on one platform.
Qualify and nurture in the same inbox that receives assigned leads.
Read moreAuto-create tasks and notify on assignment.
Read moreRoute high-volume queues to agents with outcomes.
Read moreMeasure response time and conversion by owner and source.
Read moreForms and portals feed leads ready for routing.
Read moreSee assignment in the full sales platform.
Read moreBook a demo to configure sticky windows, project teams and workflow rules for your org.