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.

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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