Gives each new lead in your sheet to the next sales rep in rotation and tells them.
Uses
Gmail
Google Sheets
Hand new leads to sales reps in turn
Google SheetsWhen a row is added to the spreadsheet. Save it as lead.When a row is added to the spreadsheet. Save it as lead.
Sales reps sheetSet reps_sheet_url to blank.Reps in the rotationRead the rows of reps_sheet_url. Save it as reps.Google SheetsThe rep whose turn it isPick the next one in turn from reps.rows. Save it as next_rep.Write the rep on the leadSet Owner: next_rep.item.Name on row lead.row_number of lead.sheet_name in lead.spreadsheet_url. Save it as owner_set.Google SheetsEmail the repSend an email to next_rep.item.Email. Save it as told_rep.
Subject: New lead: lead.fields.NameA new lead is yours:
lead.fields.Name at lead.fields.Company
lead.fields.EmailGmail