Lead Routing Automation for Agencies

Route leads using simple, observable rules before adding complex scoring.

Choose routing criteria

Location, service, source, availability or round-robin ownership are common rules.

Create a fallback owner

Every lead should have somewhere to go when a condition is missing or invalid.

Notify the assignee

Assignment without notification can still create slow response.

Track reassignment

If a lead is not accepted or contacted, define when ownership changes.

Protect client boundaries

Agencies must keep routing logic isolated so one client's leads cannot reach another client's team.