What workflow action follows the assignment of a lead to a sales representative?

The assignment of a lead to a sales representative typically prompts immediate follow-up actions to advance the sales process. The most logical next step is for the sales representative to initiate contact with the lead.

Contacting the lead serves multiple critical purposes. It allows the sales representative to establish a relationship, understand the lead's needs better, and gather information that could lead to a sale. This initial outreach is foundational in building rapport and tailoring the sales approach to the lead's specific requirements.

While converting the lead to a customer or creating an estimate might occur later in the sales process, they rely on prior engagement and communication. Similarly, reviewing existing contracts is more aligned with managing existing customer accounts rather than acting on newly assigned leads. Thus, contacting the lead stands out as the most immediate and logical action following the assignment.