Lead Routing
Every lead lands with the right rep — automatically
Rule-based routing assigns each new lead to an owner the instant it arrives: by territory, by round-robin, or by rules you set. Speed-to-lead stops depending on who happens to be watching the inbox.
Assigned in seconds, not the next morning
The moment a form, import, or inbound lead lands, routing picks an owner and notifies them. The first-responder advantage stops slipping away to whoever logs in first.
Fair by design, not by who shouts loudest
Round-robin spreads leads evenly across a team, while territory rules keep the right accounts with the right people — so nobody cherry-picks and nobody gets buried.
Rules that match how you actually sell
Route by region, source, company size, or any field on the lead. Set the conditions once and every new lead follows them — without a manager playing traffic cop.
How it works
Every part, explained.
A lead arrives
From a form, an embedded or inbound capture, a CSV import, or a booking — every entry point feeds the same routing.
Rules decide the owner
Routing evaluates your conditions — territory, source, or field values — and round-robins within the matching team to pick a rep.
The rep is assigned and alerted
The lead gets an owner on its record and the rep is notified, so they can act while the lead is still warm.
Hand-off stays on the timeline
Assignment is logged on the lead's activity timeline, so there's a clear record of who got it and when — no mystery reassignments.
Deep dive
Everything that's in the box.
Round-robin distribution
Spread inbound leads evenly across a team so volume is shared fairly and no one rep becomes the bottleneck.
Territory-based routing
Define territories and route matching leads to the rep or pod that owns them, keeping regional and account ownership intact.
Field-condition rules
Route on any lead attribute — source, country, company size, score — so high-fit leads can take a faster lane.
Routing on booking
Round-robin scheduling sends a booked meeting to the right available rep, so inbound demos land with an owner from the first touch.
Assignment on the timeline
Every routing decision is recorded on the lead's history, so ownership is transparent and auditable.
Works with scoring & grading
Routing reads the same lead score and A–D grade your team uses, so the best-fit leads can route first and fastest.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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