Task & Escalation Management
Never let a lead slip with automatic task escalation.
The problem teams live with
Every developer has a graveyard of leads that went cold not because they were bad, but because a follow-up slipped. Representatives juggle notes in notebooks and reminders in their head, managers can't see what's overdue until the weekly review, and a lead with no activity for 48 hours just quietly dies — taking its booking with it.
How Sell.Do solves it
Sell.Do keeps every lead accountable. A full activity timeline captures every call, note, WhatsApp and visit against the lead; reminders and follow-up tasks are scheduled automatically and surface in each representative's daily queue. SLA timers track time-to-first-response and time-in-stage, and when a lead breaches — or sits untouched past a threshold — it auto-escalates to the manager and can auto-forward to another representative, so a slipped follow-up never becomes a lost deal.
Task & Escalation Management, step by step
- 1Auto-escalation rules
- 2Manager alerts
- 3Overdue tracking
- 4Priority queues
Notes, reminders and follow-ups on one timeline — with SLA escalation so nothing slips.
Built for the real workflow
- Auto-escalation rules
- Manager alerts
- Overdue tracking
- Priority queues
Jarvis builds the daily follow-up queue
Each morning Jarvis hands every representative a prioritised list — “3 hot leads untouched 48h, ₹2.4 Cr at risk, call Priya first” — and drafts the follow-up message so the representative just reviews and sends.
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Learn moreFrequently asked questions
On working hours and your team's shift pattern, not wall-clock. A lead arriving at 11pm does not breach at 11:15pm; it breaches fifteen minutes into the next working window.
See Task & Escalation Management on your own pipeline
Book a 30-minute walkthrough tailored to your projects, team and process.