Glossary
Lead Routing
Lead routing is the process of automatically assigning incoming leads to the right salesperson or team based on predefined criteria — ensuring fast, relevant follow-up.
Common Routing Rules
- Round-Robin: Distribute leads evenly across the team
- Location-Based: Route to the nearest branch or rep
- Source-Based: Facebook leads to one rep, Google leads to another
- Skill-Based: Premium inquiries to senior reps
- Availability: Route to whoever is online or has capacity
Why Routing Speed Matters
Every minute of delay reduces conversion probability. Automated routing eliminates the lag between lead capture and first response, ensuring no lead sits unassigned while your team figures out who should follow up.
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