Lead Distribution & Routing
Routes every lead to the right rep based on fit, territory, and capacity.
Core · Sales & Enablement
Your agent assigns inbound leads to the optimal sales rep — considering territory, merchant type specialty, current capacity, and historical performance — so leads reach the right person at the right time without manual assignment overhead.
What your agent does
- ◆ Evaluates lead attributes against rep territory and specialty mapping
- ◆ Considers rep capacity and current pipeline load in assignment
- ◆ Routes leads with full context package to assignee
- ◆ Tracks routing outcomes to continuously improve assignment logic
Common use cases
- Sales lead distribution
- ISO and agent referral routing
- Inbound marketing lead management
Usage & pricing
∞ Unlimited
Token cost only — no per-execution charge. Runs as many times as your team needs.
Available in
Sales & Enablement core included
lead routinglead distributionsales assignmentterritory managementsales operationslead management