Lead routing
Turn a new inquiry into an assigned record and a next action. Agree how ownership works, what happens outside normal rules, and who sees an unassigned lead.
What to define for routingWork with the system you already have.
The next step
shouldn't depend
on remembering.
Route the inquiry. Update the record. Put the follow-up in the right hands. Make the path through your CRM easier to run and easier to check.
Map your first workflowNew inquiry
A form reaches your team.
Check the record
Match carefully. Keep uncertain cases visible.
Choose the owner
Use an agreed rule and a fallback queue.
Create the next action
A clear task with a responsible person.
An assigned inquiry. A visible next step.
Start at the handoff
that keeps getting missed.
Keep the first workflow narrow enough to explain, test, and pause when something goes wrong.
Record synchronization
Move the fields that matter between systems. Choose the authoritative source for each field and decide how duplicates, conflicts, and deletions are handled.
What to define for syncFollow-up tasks
Create a reminder from a real event, such as a quote sent or a sample delivered. Stop or change the follow-up when the customer replies or the situation changes.
What to define for follow-upAutomation or a new CRM?
Automation fits when your team can use the existing records and the problem is a repeated handoff. If the data model, permissions, or core workflow cannot represent the work, examine the system decision first.
Explore a custom CRM decisionMap a workflow
before you connect it.
Select a starting point and describe the systems involved. The worksheet produces a short implementation brief locally in your browser.
Make one handoff dependable.
Share the current process and the systems involved. Sun Flint can help work through the scope and what needs to be verified before connecting anything.