Definition
Automatically assigning new leads to the right rep by territory, product, round robin or availability.
Lead routing explained
Speed to lead matters most in mortgage and real estate, where an online inquiry often goes to whoever calls first. Follow Up Boss, Velocify and Total Expert all emphasize fast routing and follow-up.
Ask whether routing rules are included in the plan you're quoted or only on a higher tier.
Where Lead routing comes up
Industries
CRMs mentioned
Also referenced in: Legal intake · IDX