The two main categories of Lead Routing available in the Revolution Engine are:
- Alternating Distribution
- Criteria-Based Distribution
When determining how to set up your lead routing, remember the cardinal rule: "Whenever possible, keep your lead routing rules as simple as possible!" This will make your lead routing more flexible and easier to manage over the long-term.
Before getting started, please watch this brief 2-minute video overview: Leading Routing: Two Main Categories
- Additional training will be available very soon, explaining each option in more detail and walking you through the tools and setup steps.