# Lead routing

> Lead routing is the process of automatically assigning each incoming lead to the right salesperson or team according to rules such as location, service type, lead source, or whose turn it is.

Also called: lead distribution, lead assignment, round-robin lead assignment, lead dispatching.

Leads arrive from forms, calls, chat, ads, and directories. A routing system collects them in one place, usually the CRM, checks for duplicates, and applies rules to choose an owner. Common methods are round robin, where leads are shared in turn, and rules based on territory, product, language, or deal size. The owner is notified immediately, and unanswered leads can be reassigned after a set time.

When leads land in a shared inbox, the quickest person takes the easy ones and the rest wait. Routing removes that uncertainty: every lead has a named owner straight away, the workload is shared fairly, and specialists receive the inquiries they are best placed to handle. It also produces a clean record of which sources and which people convert.

Routing rules are only as good as the data they read, so make sure forms capture the fields the rules depend on. Plan for vacations, sick days, and after-hours leads with a fallback owner. Keep rules simple enough to explain, and review them when the team changes. Check that existing customers go back to their current contact. We build lead capture and routing workflows inside the client's CRM.

## Where we do this work

- [Lead capture and routing](https://techpitsolutions.systems/services/lead-capture-routing)
- [CRM setup](https://techpitsolutions.systems/services/crm-setup)
- [Lead generation and dispatching](https://techpitsolutions.systems/services/lead-generation-dispatching-agency)

## See also

- [Speed to lead](https://techpitsolutions.systems/glossary/speed-to-lead): Speed to lead is the time between a prospect making an inquiry, by submitting a form, calling, or sending a message, and the business making its first real response.
- [CRM (customer relationship management)](https://techpitsolutions.systems/glossary/crm): A CRM (customer relationship management) system is software that stores every contact, company, deal, and interaction in one place, so a business can track leads and customers from first inquiry through to sale and beyond.
- [GoHighLevel](https://techpitsolutions.systems/glossary/gohighlevel): GoHighLevel is a sales and marketing platform, also known as HighLevel, that combines a CRM, sales pipelines, a funnel and website builder, email and SMS messaging, calendars, and workflow automation in a single account.

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Source: https://techpitsolutions.systems/glossary/lead-routing

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