Back to Glossary

Lead Routing

Lead routing refers to automatically assigning new leads to the appropriate staff member, department, or service team.

Routing rules can be based on factors such as location, service type, staff availability, or customer needs. Proper lead routing ensures that inquiries reach the right person quickly.

For service businesses, lead routing can help ensure that urgent service requests are handled promptly and that customer inquiries are directed to the correct technician or office staff.

Part of Cluster

CRM & Revenue Systems