Business Process sets the rules for how leads move through your team, and this step has two parts.
Step 1 asks who receives your internet leads. Round Robin sends each new lead to the next salesperson in line, so leads get spread evenly across your team. Up for Grabs notifies your whole team at once, and whoever claims it first works it. Specific User sends every new lead straight to one person, like a BDC rep or store owner. This decision shapes how your team handles leads from day one, so take a moment with it, and know your DriveCentric team is available to talk through which fits your floor.
Step 2 asks how long you follow up, also called cadence. Cadence controls how many days your team keeps getting reminded to follow up, until the customer responds. 15-Day is a short, aggressive push right out of the gate. 30-Day is a balanced, steady follow-up window. 60-Day gives you a longer runway for slower-moving leads.
What you see here is just your starting point. These recommended defaults give your team something to work from before your first pod meeting, where your DriveCentric rep will walk through them with you and adjust anything to fit your store.
