Auto-reassign lead if rep does not accept task within X hours (task-based acceptance flow)

Outcome. A lead automatically moves to the next rep in line if the first rep does not acknowledge it within an agreed window, instead of sitting unclaimed because a task notification got buried.

Workflow map Enrollment, branches and actions at a glance lead-routing-042

flowchart TD
    A[Contact owner set/changed] --> B[Reset Assignment Accepted to false]
    B --> C[Create acceptance task, due in 2 business hours]
    C --> D[Delay 2 business hours]
    D --> E{Assignment Accepted still false?}
    E -->|Yes| F[Rotate to next owner, notify sales manager]
    F --> A
    E -->|No, accepted| G[End, lead stays with accepting owner]

When to use it, when not to

• UseUse it when the team wants an explicit acceptance step before a rep is fully credited with owning a lead, not just an assignment and a hope that they see it.
• UseUse it when reps can reliably perform one simple confirming action (completing a task, logging a call, or checking a property) within the acceptance window, so the workflow has a real signal to check.
• SkipDo not use it if the team already has a fast, working SLA-breach reassignment based on activity (lead-routing-005); that fiche solves a similar problem with less process, use this one only if an explicit acceptance step is specifically wanted.
• SkipDo not use it with an acceptance window shorter than reps can realistically act on given normal work patterns (meetings, time zones); an unreasonably tight window turns this into a constant reassignment churn tool instead of an accountability one.