Customizable Lead Routing

Definition

Customizable lead routing is the process of setting rules within a CRM to automatically assign incoming leads to specific agents or teams based on criteria like location, lead source or agent availability.

Key Takeaways

• Ensures leads are promptly assigned to the best-fit agent.
• Can be tailored to complex business rules.
• Improves lead response times and conversion.

Why It Matters

Proper lead routing increases efficiency, reduces lead drop-off and ensures fair distribution among agents.

Real World Example

Leads from a specific zip code are automatically routed to agents specializing in that neighborhood.

How Sierra Interactive Helps

Sierra’s lead routing engine offers flexible rule-building to automate lead assignments based on multiple customizable factors.

Frequently Asked Questions