ROUTING
“This one’s yours.” Before anyone asks.
Give each new enquiry a clear owner with rules your team can understand.
14 days · every feature · no card
Match the enquiry to the person.
Use service, budget, source or other enquiry details to send the right work to the right teammate.
Share the next lead.
Round-robin takes turns across the team and skips teammates who are away. Everyone can see who is handling the enquiry.
See the handoff before it happens.
Preview a rule with an example enquiry and check the owner it selects.
BEFORE YOU START
A few useful answers.
Which plans include routing?
Routing rules and round-robin are included in Team and Growth.
Does round-robin mean equal workloads?
It shares new enquiries in turns. Existing workloads can still differ, so review them in the owner overview.
LESS CHASING. MORE CALLING BACK.
Your next enquiry deserves a next step.
Give it a home, an owner and someone who knows when to call back.
14 days · every feature · no card
I’ll keep an eye
on the next step.
on the next step.