Cold Leads Queue/Databases Without Assigned Sales Rep

Identify, classify, and assign contacts without a sales rep to maximize your sales pipeline

GestiΓ³n de contactos
4 min read
Aug 6, 2026

Introduction

In Vixiees, a cold leads queue (unattended contacts) is the set of contacts that do not have a sales rep assigned or have not received a response. These contacts have been captured in your database but are not yet being actively worked. Identifying and managing this queue is essential to maximize your sales pipeline.

Vixiees provides specific tools to identify, filter, classify, and assign these contacts to sales reps efficiently.


1. What is a cold leads queue in Vixiees

A contact is part of the cold leads queue when: no sales rep assigned (assigneeId = null), unattended (unattended = true), unanswered emails, messages or calls. Vixiees distinguishes between unassigned contacts (no responsible sales rep) and unattended contacts (no response or active tasks).

Technical fields in Vixiees

plain text
assigneeId = null β†’ No sales rep assigned
unattended = true β†’ Unattended
unansweredEmail = true β†’ Email unanswered
unansweredWhatsapp = true β†’ WhatsApp unanswered

2. Identify the cold leads queue in your database

Go to Contacts β†’ Data to see the contacts table. Use advanced filters to find: Unassigned contacts (assigneeId is empty), unattended contacts (unattended = true), unanswered emails (unansweredEmail = true), unanswered WhatsApp (unansweredWhatsapp = true).

View statistics in Dashboard

Go to Dashboard β†’ Tasks and KPIs to see a summary of unattended contacts broken down by type of response.


3. Classify contacts

Classification system: HOT (recent activity, high potential), WARM (moderate potential), COLD (low potential, prolonged inactivity). Ensure each contact has: full name, valid email or phone, company (if applicable), registered source, no duplicates.


4. Assign sales reps: methods in Vixiees

Method 1: Manual assignment

Open the contact from Data β†’ Locate the Assigned Sales Rep field β†’ Search and select the sales rep β†’ Confirm. Location: Contacts β†’ Data β†’ (contact) β†’ Right panel β†’ Assigned Sales Rep field.

Method 2: Bulk assignment

Go to Contacts β†’ Data β†’ Filter: assigneeId is empty β†’ Select contacts (checkbox) β†’ Bulk actions β†’ Assign sales rep β†’ Select sales rep β†’ Confirm.

Method 3: Automatic assignment with Sales Playbook

Settings β†’ Sales Playbook (Playbook) β†’ Open playbook β†’ Assignment strategies. Choose: None (manual), First Available (first available), Round Robin (rotation). Configure when to assign: task_started or answered. Result: new contacts are assigned automatically.


5. Monitor follow-up

Go to Reports β†’ Sales rep activity. Filter by sales rep and period. Review: calls made, messages sent, tasks completed. Detect uncontacted contacts by filtering: assigneeId = [sales rep] AND last_contacted < [3 days ago] AND on_task = false.


6. Rescue processes

If an assigned contact does not receive follow-up: Identify contacts assigned >7 days without activity β†’ Notify sales rep β†’ If no response, reassign β†’ Reclassify if necessary. Automate with Sales Playbook (Playbook): create control task with condition "Assigned 7 days ago" AND "No activity 3 days" β†’ Action: reminder or reassignment.


7. Real scenarios

Scenario 1: Imported 500 new contacts

Solution: Contacts β†’ Data β†’ Filter: assigneeId is empty AND created = today β†’ Review valid data β†’ Use Bulk actions to distribute β†’ Or configure Playbook for automatic assignment.

Scenario 2: 300 contacts without response for 30 days

Filter: assigneeId is empty AND unansweredEmail = true AND created > 30 days β†’ Classify as COLD β†’ Assign to junior or execute re-engagement campaign β†’ If no response, archive.

Scenario 3: Unbalanced workload

Don't equalize automatically. Use specialization: classify by industry/product β†’ Assign junior COLD contacts (to learn) β†’ Assign top performer only HOT/WARM β†’ Create coaching tasks together.

Scenario 4: Reassigned but no response

Change contact channel (email β†’ WhatsApp β†’ call) β†’ Reassign to different sales rep β†’ Review pending tasks β†’ If nothing works, archive or mark not interested.


Conclusion

Managing the cold leads queue in Vixiees requires: Clear identification (advanced filters), classification by potential, strategic assignment, regular monitoring, rescue processes. Vixiees offers: advanced filters in Contacts β†’ Data, bulk assignment, Sales Playbook (Playbook) for automation, Dashboard with KPIs, Activity feed for audit. With these tools properly configured, reduce your cold leads queue and improve your team's conversion rate.

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