Route and sell
Fields, presets, routing and the destinations in each waterfall.
Routing →The routing library: branches, destination waterfalls, events, and attaching forms.Fields →The canonical vocabulary every source translates into, and how mapping works.Presets →Reusable rules that decide which destinations see which leads.Destinations →Where leads are sent, what counts as an acceptance, and how the waterfall stops.Global Events →CRM updates, Google postbacks and suppression lists that fire across many routings at once.