Use case
Split inbound leads across a sales team
Inbound leads arrive as one list. You still need each salesperson to work their own accounts without seeing everyone else's pipeline. BatchBrief keeps the batch in one workspace: assign the rows, and each rep only sees their list.
Who it is for. Sales managers who assign inbound leads to a small team
The usual problem. The master lead sheet is either overshared, or each rep keeps a private copy that drifts out of date.
Workflow
- Paste the inbound lead names or accounts into one batch, one per line.
- Assign evenly across the team, or send a slice to one rep.
- Each rep opens My List and works only their rows.
- The manager watches All Items for status and reassigns stalled leads.
Example batch
- Lead: Jordan Lee — Acme Co.
- Lead: Priya Shah — Northwind Labs
- Lead: Mateo Ruiz — Harbor Freight IT
- Account review: Stripe renewal
- Inbound: pricing question — Contoso
Why this works
- Reps cannot accidentally browse the rest of the pipeline.
- The manager does not maintain a separate sheet per person.
- Unassigned leftovers stay visible until you place them.
Try this workflow in BatchBrief
Start free — paste a batch, assign privately, and keep the full picture on the dashboard.