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