WORKFLOW · AGENCY
Lead routing system for agencies
Distribute inbound leads to the right owners in seconds, with clean routing rules and alerts.
How the workflow runs
- 1
Capture leads from forms, ads, and landing pages.
- 2
Validate and enrich lead data before routing.
- 3
Apply routing rules based on service, geography, and workload.
- 4
Assign owner in the CRM and notify via email/Slack.
- 5
Log every step for audit and later optimisation.