GlossaryOperating language

Lead routingWritten assignment rules, overflow, and visibility when leads get stolen

00

The short version

Lead routing

Lead routing is not a software feature. It is an operating word. If you cannot explain it in five lines, your team is using it as decoration.

  1. 01

    Lead routing: Written assignment rules, overflow, and visibility when leads get stolen.

  2. 02

    The usual failure: Leads arrive. Assignment is whoever shouts. Overflow is hope. Stolen leads are a Slack argument.

  3. 03

    What to make true: Rules in writing. Overflow defined. Speed measured. Theft visible. Politics cannot be the router.

  4. 04

    If a new hire needs a story to explain the word, it is still a mood — not a definition you can audit.

  5. 05

    If this is the leak you actually have, read Lead routing next.

Example

A Tuesday that looks familiar

Before / after

Before

Someone says “Lead routing” in a meeting. Everyone nods. Nobody could write the definition on a whiteboard. The CRM still has a field named after a mood.

After

Rules in writing. Overflow defined. Speed measured. Theft visible. Politics cannot be the router. The word now has an exit rule. You can audit it on Monday. That is when Lead routing stops being folklore.

The usual failure

Leads arrive. Assignment is whoever shouts. Overflow is hope. Stolen leads are a Slack argument.

What to make true

Rules in writing. Overflow defined. Speed measured. Theft visible. Politics cannot be the router.

Worked example

Keep it this plain. A team uses lead routing as if buying the software installed the meaning. It did not. Leads arrive. Assignment is whoever shouts. Overflow is hope. Stolen leads are a Slack argument. The move is not a new integration. Rules in writing. Overflow defined. Speed measured. Theft visible. Politics cannot be the router.

Continue

From the library

GoHighLevel
GoHighLevel

Lead routing

Leads arrive. Assignment is politics.

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Working notes

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