Qualification Rules
- Based on form inputs
- Business logic filters
Revenue Automation Docs
Lead Routing Logic
How leads are directed to the right place, instantly and accurately.
Diagnose
Problem Framing
Leads sit unassigned
Wrong person handles the lead
Response time is slow
Architecture
System Overview
Lead Data
Qualification Rules
Routing Engine
Owner Assignment
System anatomy
Key Components
Routing Conditions
- Geography
- Service type
- Lead quality
Assignment Logic
- Round robin
- Skill-based routing
- Priority routing
Fail-safes
- Fallback assignments
- Alerts for unassigned leads
In practice
Example Flow
Lead submits form
System evaluates criteria
Assigned to correct owner
Notification triggered
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Related Systems
Put the system to work