The Lead Router is the central hub for setting up, managing, and automating how leads are routed in your CRM through LeadAngel. Whether you're routing new leads, using advanced assignment conditions, or handling inactive owners, the Lead Router helps you build flexible, rules-based lead workflows with ease.
This section provides guidance on each component involved in lead routing:
Get a quick understanding of what the Lead Router does and how it fits into your lead management strategy.
Step-by-step instructions for creating a new Lead Router, including naming, logic setup, and activation.
Check lead routing history or assignment paths in the visual canvas by putting their CRM IDs.
Create smaller routers inside a main router to support complex, nested routing scenarios or specialized lead paths.
Set rules and logic that determine which rep or team receives a lead, including support for historical affinity and fallback paths.
Configure how leads are handled when the assigned owner becomes inactive—automate reassignment to active reps without manual intervention.
Define how leads should be processed if no routing logic applies—helpful for testing, default handling, or data integrity workflows.
Allow prospects to choose a preferred meeting time from real-time available slots. The lead is automatically assigned to the rep available at that time, with Round Robin logic applied when multiple reps are available.