Lead routing should protect both the prospect and the spend
Routing is where marketing turns into operations. If the wrong person receives the lead, the campaign can fail even when the traffic source is strong.
Lead Routing Guide
Understand how lead routing rules help assign the right lead to the right person at the right time.
Routing rules
Capacity
Assignment history
Agent fit
Queue protection
Owner reporting
Route by fit
Match leads to agents by product, geography, license, availability, workload, and performance history.
Prevent queue overload
Daily caps and agent availability help prevent too many leads from landing on people who cannot respond.
Make the handoff visible
Owners need to know where each lead went and how quickly it was worked.
Common questions
What is lead routing?
It is the process of assigning incoming leads to the best person or workflow.
Can routing improve close rate?
It can improve the conditions that lead to contact, quote, and close.
What should routing consider?
Availability, product type, geography, skill, workload, and source.
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