If you’re managing sales leads, you know the pain: too many names, not enough clarity, and the constant nagging feeling you’re dropping something important. This guide is for anyone using Introw who wants to stop winging it and start working leads like a pro—without getting sucked into busywork or spreadsheet hell.
Here’s how to assign and prioritize leads in Introw, minus the fluff and wasted time.
1. Get Your House in Order: Prep Before You Assign
Before you even start assigning leads in Introw, do a little prep. Trust me, it’ll save you hours of cleanup later.
- Define what actually counts as a lead. Is it anyone who fills out a form? Only qualified prospects? If you don’t agree on this, your team’s going to waste time on junk.
- Clean up your incoming lead list. Duplicates, obvious spam, or people who just wanted your eBook and nothing else—get rid of them.
- Set up user roles in Introw. Make sure everyone who’ll touch a lead has the right permissions. You don’t want your BDRs accidentally editing pipeline stages for your closers.
Pro tip: If you’re inheriting a messy lead pool, spend 30 minutes with your team to set some “minimum info” rules (like name, company, valid email). This will make everything smoother.
2. Build Smart Lead Assignment Rules
Manual assignment is fine if you have ten leads a week. If you’re handling more, use Introw’s assignment features to save your sanity.
The Basics
- Round robin: Assigns leads evenly across your reps. Simple, but ignores skills or territories.
- Territory or segment-based: Assigns leads based on geography, industry, or company size. More work to set up, but way more relevant.
How To Set Up in Introw
- Go to your lead assignment settings.
- Pick your assignment logic: Round robin, segment, or custom (like “send all enterprise leads to Pat”).
- Map fields: Make sure Introw knows how to spot a healthcare lead vs. a tech lead. This may mean cleaning up imports or editing forms.
- Test with a dummy lead. Does it land in the right inbox? If not, debug before going live.
What works: Round robin is great for fairness and speed. Segment-based works better if you have reps with deep knowledge in certain industries.
What to ignore: Overcomplicated assignment rules (“Pat gets 70% of leads from Ohio on Tuesdays”) sound clever but end up a mess. Keep it simple unless you’ve got a real business case.
3. Prioritize Leads with Real Signals, Not Wishful Thinking
Not every lead deserves the same attention. You need a quick way to spot who’s hot and who’s just window-shopping.
Use Lead Scoring (But Don’t Overthink It)
Introw lets you score leads based on things like:
- Company size
- Job title
- Email domain (e.g., .edu vs. gmail.com)
- Engagement (opened your email, clicked a link)
Set up a lead scoring model:
- Decide what actually matters. For example, “Director or above at a company with 50+ employees” gets +10 points.
- Assign points to each signal. Be realistic. Don’t give +100 for “opened an email.”
- Set thresholds. E.g., “20 points or more = hot lead.”
Pro tip: Start simple—3–5 signals max. You can always tweak later.
Automate the Prioritization
- Set up Introw views or filters so reps see “Hot Leads” first.
- Use notifications (but not too many) for leads that pass your threshold.
What works: Simple, transparent scoring that reps understand. When they know why a lead is “hot,” they trust the system.
What doesn’t: Black-box AI scoring. If your team doesn’t know why a lead is ranked high, they’ll ignore it.
4. Assign Leads—Manual vs. Automatic
You’ve got your rules and scores; now get those leads in the right hands.
Automatic Assignment
- Best for: High-volume teams, or when you want to avoid bottlenecks.
- How: Set your rules as above, and Introw will route new leads automatically.
- Watch out for: Leads getting “lost” if a rep is out sick or on vacation. Set up fallback rules or periodically reassign unworked leads.
Manual Assignment
- Best for: Smaller teams, or when you want to hand-pick based on gut feel or special cases.
- How: Use the bulk-select and assign feature in Introw, or drag-and-drop in the dashboard.
- Watch out for: Manager bottlenecks. If one person is always assigning leads, expect delays.
Pro tip: Even with automation, review assignments weekly. There’s always some lead that slips through with missing info or weird edge cases.
5. Keep the Pipeline Clean: Review and Reassign Regularly
Assigning leads isn’t “set it and forget it.” Stuff changes—people leave, priorities shift, and leads go cold.
- Set a weekly review: Use Introw’s reporting to spot leads that haven’t been touched in X days.
- Reassign stale leads: If a lead’s been untouched for, say, 5 business days, move it to someone else.
- Close out dead leads: Don’t let cold leads clutter your views. Mark them as lost or archive them.
What works: A quick 15-minute pipeline review each week keeps things moving and stops leads from aging out.
What doesn’t: Letting old leads pile up “just in case.” If someone hasn’t replied in months, move on.
6. Communicate—But Don’t Micro-Manage
Even the best system falls apart if people don’t know what’s expected.
- Make assignments visible: Use Introw’s dashboards so everyone can see who owns what.
- Clarify hand-offs: If a lead moves from SDR to AE, make sure both parties know what’s happening.
- Avoid over-notifying: Too many pings, and people start ignoring all of them.
Pro tip: Have a single Slack or chat channel for “lead stuck” issues. Keeps noise down and helps solve problems fast.
7. Measure and Improve
Last step: Track what’s actually working, and don’t be afraid to change things up.
- Check conversion rates by rep and by assignment rule. If one rep is overloaded, or one rule isn’t working, tweak it.
- Ask the team: What’s working? What’s annoying? Adjust as you go.
- Don’t chase every new feature. Stick to what’s actually making your team faster and more efficient.
Keep It Simple, Iterate Often
You don’t need a PhD in sales ops to assign and prioritize leads well in Introw. Start simple, get your basics right, and improve as you go. Most of the pain comes from overcomplicating things or ignoring obvious problems. Focus on clarity, regular reviews, and ruthless cleanup. You’ll see results—not just more leads, but better ones.
Now, get back to selling.