Lead routing
Automatically assigning incoming leads to the correct sales rep, team, or nurture sequence based on defined rules geography, company size, industry, lead source, or lead score. Eliminates manual assignment and ensures instant follow-up.
78%
of B2B buyers go with the vendor that responds first
Harvard Business Review
Expert insight
Lead routing rules that were correct when first configured drift out of alignment as a sales team's territories, product lines, or headcount change, a routing rule built around a sales structure from a year ago silently misroutes leads today unless someone revisits it whenever the org structure changes.
In a real workflow
Leads are routed by region, size and product interest to the right salesperson within minutes.
Common mistakes
- Routing to people who are away.
- No fallback owner.
Complexity level
Anyone can understand this no technical background needed.
Related terms
Round-robin assignment
Distributing incoming leads, tickets, or tasks evenly across team members. Examp…
Lead scoring
Automatically assigning a numeric score to leads based on their behaviour and at…
CRM (Customer Relationship Management)
A system for managing contacts, deals, and communication history. CRM integratio…
Quick facts
78%
of B2B buyers go with the vendor that responds first
Harvard Business Review
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