The Challenge
What needed to be cleaned up
Hundreds of thousands of reverse-search leads needed a clearer internal workflow so reps could see available records, claim leads, avoid assignment confusion, and track daily limits without relying on scattered spreadsheets or manual handoffs.
Outcomes & Impact
- Available leads became easier for reps to review and claim
- Daily claim limits and assigned leads were clearer to manage
- Lead ownership handoffs became more visible
- Internal workflow moved away from scattered manual tracking

