Specification · 08
Lead routing and ownership
Rules for assigning leads and handling records that need reassignment or review.
When this is useful
A lead may match several assignment rules, have an existing owner or arrive with incomplete information. Those cases need an explicit route.
My contribution
I define assignment rules, their order of application and the fallback when a lead cannot be assigned automatically.
A lead matches an existing account owner and a territory pool. Ordered rules retain the active owner without consuming territory capacity.
What it covers
- Assignment criteria and required data
- Capacity or territory rules where relevant
- Duplicate leads and existing relationships
- Reassignment and fallback ownership
- Unassigned records and exception handling
The output
A routing decision table with ownership, reassignment and exception rules.
For an enquiry, describe the question and the systems involved.
contact@fiftystork.com ↗