Lead Routing Setup

⭐️ NEVER SEND LEADS TO THE WRONG REP AGAIN!!!

Organize your sales strategy with our new lead routing feature! Lead routing allows you to distribute new, unassigned leads to your team based on company size, territory, or through a fair round-robin system, ensuring no lead is missed. Plus, your existing prospects get to chat with their pre-assigned reps, boosting engagement and sealing the deal with a friendly touch!

Step 1 - Create New Route

Step 2 - Title the Route and Select Ownership

Whether you use Salesforce or Hubspot, select [Contact/Lead Owner], [Account Owner], and [Opportunity Owner].

If you'd like, you can also select a fallback owner, if unassigned.

*Note that only reps who are Warmly users can be routed to. ____________________________________________________________________________

Territory-Based Ownership

Follow the steps below to set up Territory-based ownership of leads. If your team works leads by territory, any new, unassigned leads will be distributed to reps based on the company's headquarters location. Territory routing rules use company HQ information to determine the appropriate rep assignment.

Step 1 - Select "Territory" then "+ Add Routing Rule"

Step 2 - Name the Route and add applicable Territory locations. Select the reps who are part of this Territory.

Step 3 - Select a rep to fallback to in the instance that none of the applied rules match.

Company Size-Based Ownership

Follow the steps below to set up Company Size-based ownership of leads. If your team works leads by company sizes, any new, unassigned leads will be distributed to reps based off these rules. If the lead/account/opportunity is already owned, the owner will be tagged.

Step 1 - Select "Company Size" then "+ Add Routing Rule"

Step 2 - Name the Route and add applicable Company Sizes. Select the reps who are part of this Company Size.

Step 3 - Select a rep to fallback to in the instance that none of the applied rules match.

Territory AND Company Size-Based Ownership

This is an example of Territory AND Company Size-based ownership. Any new, unassigned leads will be distributed to reps based off these routing rules. If the lead/account/opportunity is already owned, the owner will be tagged.

This article was written by the Customer Success Team at Warmly. Please feel free to reach out to your CSM directly or [email protected]