Introduction to Lead Routing: Two Main Categories

Craig Boersma -

Summary

The two main categories of Lead Routing available in the Revolution Engine are:

  1. Alternating Distribution
  2. 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

Click Here For Video

What's Next?

  • Additional training will be available very soon, explaining each option in more detail and walking you through the tools and setup steps.
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