Reassign a book: lead routing playbook

How it runs

Starts
A rep leaves, changes role or goes on leave.
Step 1
Pull the book
Cardinal lists every open deal and account the rep owned.
Step 2
Rank by heat
Recent activity and deal stage decide what needs a new owner first.
Step 3
Split the book
Accounts go to reps by territory and current load, for a manager to approve.
Step 4
Hand off cleanly
Each new owner gets a summary of the account and an intro email ready to send.
ToLeo Park, VP Sales at PennantSubjectpicking up from jordan
Hey Leo!
Jordan has moved on, so I’m taking over Pennant from here! I’ve read through all your notes so you won’t have to repeat yourself :)
Last time you were weighing a January start. Would a quick call this week help keep that on track?
-Devi