When several people handle sales, leads can fall through the cracks or wait while two people assume the other called. Routing rules fix this.
Common routing rules
| Rule | Example |
|---|---|
| By service | Kitchen leads to Ravi, wardrobe leads to Neha |
| By location | Gurugram to one team, Faridabad to another |
| Round-robin | Leads shared in turn |
| By value | High-budget leads to senior staff |
Collect the right information
Routing needs form answers like service and location. Build questions with our form question builder.
How to set it up
- CRM assignment rules.
- Automation tools that send leads to different people.
- Instant alerts to the assigned person by WhatsApp or app.
Accountability
- Set a response time target, such as 15 minutes.
- Reassign leads not contacted in time.
- Track outcomes per person.
Measure
Compare cost per lead and per customer by channel with our cost per lead calculator.
Want the full picture? This article is part of Landing pages: the complete guide, our in-depth guide with everything in one place.
