Lead routing and reservation for SDR teams
Route leads to the SDRs rostered on each client and lock each lead to the rep working it, so two SDRs never call the same prospect.
What's in it
Rosters per client project
A named list of SDRs per project decides who works which client's leads.
Lead reservation
Opening a lead soft-locks it to that SDR, with an expiry.
Automatic release
Expired reservations are cleaned up so leads never stay stuck with someone who moved on.
Permission-based visibility
Rostered SDRs see their projects; access to everything is a permission, not a role.
Manager overview
Managers see across rosters and projects to rebalance work.
Two SDRs call the same prospect
In a shared list, two SDRs can open the same lead minutes apart. The prospect gets two calls about the same client, and the client hears about it. With freelancers and several projects running at once, it happens more than anyone admits.
Route by roster, lock by reservation
- 1
Roster the project
A named list of SDRs per client project decides who sees its leads.
- 2
Open a lead
It is reserved to that SDR for a limited time.
- 3
Others see it is taken
Nobody else on the roster calls it.
- 4
Released when it expires
A cleanup job frees stale reservations automatically.
A lead never stays locked to someone who went home or moved to another client. Managers see across rosters and projects to rebalance work.
Visibility is a permission, not a job title
A rostered-only freelancer and an employee who sees every client can have the same role. The difference is one permission, changed in one place — see freelancer access.
Related: lead distribution and the lead lifecycle.