lead-routing

Lead Routing Design the assignment logic that gets every inbound lead to a named owner who accepts it. No industry-named framework exists for this discipline - practitioners independently converge on the same de facto pattern: an ordered precedence ladder (also called a rule waterfall), evaluated top-down, first match wins, terminating in a monitored catch-all. Present it as common practice, never as a branded methodology. Routing is not assignment. Assignment: a CRM owner-field write. Routing: the full chain from capture to a person taking responsibility, or the system raising a visible exception with a timer and an escalation path. Most routing failure is silent: rules fire dashboards show green leads sit unworked in queues nobody owns Lead score is strictly an input here, never a design target. Use the score the user already has as: a ranking signal: which eligible lead to work first an eligibility gate: route only above a threshold Show more Installs 4.1K Repository mbfinotti/revops-skills First Seen Sep 13, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Pass