Routing
Routing rules that convert, not confuse
A simple way to decide which sales rep should receive each new lead.

If every new lead goes to the same inbox, nobody knows who should reply and answers are slow. Routing fixes that: each new lead is clearly owned by one team or rep.
The goal is not a complex tree. The goal is a few clear rules that everyone understands.
1. Start with the right pages
First, choose the pages where a visitor is most likely ready to talk to sales:
- Pricing
- Main product pages
- Comparison pages (for example “You vs Competitor”)
Leads from these pages are usually sent to sales, not support.
2. Use three simple questions
For each new lead, ask yourself:
- Where is this company located?
- Is it small, mid‑size, or large?
- Which page did they convert on?
With only these three signals, you can already send EMEA leads to one team, US leads to another, and very small self‑serve leads to a lighter follow‑up.
3. Check who is actually available
Routing should also look at who can answer quickly. Simple rules:
- Skip reps who are out of office.
- Prefer the rep who last spoke with this company, if there is one.
- Otherwise, pick someone from a shared pool.
This keeps things fair inside the team and gives buyers a faster reply.