Lead routing
Lead routing decides which buyers see a lead, based on rules about the lead such as its state, product or answers.
An example
Leads from Texas, Florida and Arizona go to one group of buyers, and every other state goes to a second group.
How EventsIQ handles it
A routing setup is a list of branches. Each has a preset, such as state is one of TX, FL, AZ, and its own waterfall. The first branch the lead matches wins.
See Lead routing in EventsIQ →