Workflow and Rewards Dashboard
Lead scoring connects directly to CRM routing, rep alerts, incentives, and follow-up automation.
Hot lead workflow
Lead score greater than 80 triggers CRM, rep text, raffle, and follow-up.
1
Lead scored
score > 80
2
Push to CRM
HubSpot
3
Text sales rep
within 1 min
4
Enter raffle
eligible
5
Send follow-up
AI copy
Gift cards sent
312
Raffle entries
1,842
Pending approvals
18
Fraud flags
42
| Run | Lead | Status | Reward |
|---|---|---|---|
| wf_1842 | Jane Smith | Completed | Raffle entry |
| wf_1841 | Carlos Ruiz | Completed | Gift card queued |
| wf_1840 | Mike Davis | Skipped | Below score threshold |