Challenge
Challenge
Sales requests arrive from many places, making it hard for the owner to know what is waiting, who owns it, and which customer needs follow-up.
Retail / Sales Ops
Multi-channel sales operations automation
A layout for showing how leads, orders, and follow-ups from multiple channels become one owned workflow with statuses and a daily report.
1work queue
3+input channels
5PMdaily report
Approach
Approach
- Standardize lead, order, and follow-up statuses.
- Create one operating queue for new requests.
- Design a daily report for overdue work, revenue, and customers needing attention.
Expected result
Expected result
- Fewer lost requests across sales channels.
- Owner visibility without manual status chasing.
- A clear follow-up checklist for the sales team.