Lead Routing

Assign your leads to the most suitable sales reps using our lead router!

The inbound router can receive five types of input values:

• Number

• Tel/Email/Text

• Select (i.e. dropdown / radio)

• Multiple Select (i.e. check box)

Depending on each input value, allocation rules can be set through various formulas: Check Input Conditions per Type.

---

1. You can custom set your routing rules by drag and dropping your input field nodes located at the bottom of the screen.

   
2. When you hover your mouse over the dragged node, a gear-shaped Settings Button will appear. Please click to set the conditions for your routing rules.

   
3. Through the Set Condition popup window, you can set conditions using the formulas found in the inbound router formula information.

   Example condition settings: - If the company size is greater than30 - If the email address includes @samsung.com - If the product list contains either Product_1 or Product_2

   
4. After setting your routing conditions, to create a group of assignees to match customers who meet those conditions, click the Add Assignee Group button in the assignee meetings section on the right.

   
5. Leads who are low priority can be Disqualified, which can also be custom set by either displaying a message or redirecting to a link.

   

   Here are a few lead routing examples:

   

   
6. After completing the meeting assignment rules for potential clients, click the Routing Test button to ensure it works correctly.

7. After the test is complete, make sure to check so you can set up meetings for the assigned representatives in the next step.