Which action should be taken if a lead needs to be assigned to different product teams?

The most effective action to take when a lead needs to be assigned to different product teams is to implement a lead assignment rule. This approach allows for automated distribution of leads based on predefined criteria, such as product type or team specialization. By using lead assignment rules, organizations can ensure that each lead is directed to the most appropriate team without delay, making the process efficient and scalable.

This method reduces the burden of manual intervention and minimizes the possibility of human error in lead assignments. Additionally, it helps maintain a clear and organized workflow, ensuring that team members can focus on their specific tasks and responsibilities promptly.

While setting up a lead escalation process, using lead queues, or creating a manual assignment process could be considered in different contexts, they do not provide the same level of efficiency and automation that lead assignment rules offer specifically for routing leads to various product teams.