This section introduces key concepts and configurable options available within the LeadAngel Router. Understanding these settings allows users to tailor the lead routing process to meet specific business needs, maintain fairness, and automate follow-ups. Each topic below provides detailed guidance on how the feature works and how it can be used.
Get started with the core principles of lead routing, including object compatibility, entry criteria, and how routing logic is applied.
Understand the visual routing builder, where you can design routing flows using drag-and-drop logic blocks.
Learn how leads can be auto-converted to contacts or accounts based on set criteria, improving data cleanliness and routing accuracy.
Limit the number of leads assigned to a user and define tiered routing strategies based on workload balancing.
Automatically assign follow-up tasks to lead owners at the time of routing to help reduce response delays.
Route leads back into the system if there’s no action taken in a specific timeframe, and reassign them to another qualified rep.
Maintain relationship consistency by routing leads from existing accounts to their respective sales reps.
Invoke Salesforce Process Builder flows from within your routing logic to update fields or kick off custom workflows.
Introduce pauses in routing flows when waiting for updates or external actions, useful in multi-step lead processing.
Test Router lets you simulate routing for any record by entering its CRM ID, so you can instantly see who it will be assigned to without affecting live data.