What is lead routing?

In most CRM systems, the term lead routing designates a process of incoming lead distribution (hence the second name) among sales agents. This process can (and should be) automated.
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How does lead routing work?

Various lead distribution methods exist:
  • Even distribution. Being the most basic method, it ensures that each sales representative receives an equal number of leads.
  • Geographic distribution. Uses data such as ZIP code or telephone number area code in order to identify the location of the lead and assign it to a person responsible for this territory.
  • Distribution by source (routes the leads according to the acquisition channel).
  • Distribution by role (routes the lead according to the sales agent's field of expertise: Peter sells new cars, Mary sells used cars, Jack sells car parts and handles repairs).
Most lead routing software supports custom distribution methods as well.
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Lead routing in Bitrix24

If you are looking for a simple and powerful CRM with lead routing capabilities, consider Bitrix24. With over 35 sales and marketing tools on board, Bitrix24 is a perfect choice for any business.

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35+ tools

10,000,000+ organizations have chosen Bitrix24