Teams
Lead routing
Automatically directing inbound leads to the right sales rep the moment they book, based on qualifying answers.
Lead routing is the sales-specific case of a routing form: an inbound prospect answers a question or two, gets qualified, and books directly onto the right rep's calendar - by territory, segment or product. The goal is speed-to-lead: cut the delay between a form fill and a booked meeting to zero.
Slow routing (form submitted, then a rep emails back to schedule) is where inbound interest cools. Instant routing keeps the lead in the flow.
In DayOtter
A DayOtter routing form scores and routes a lead onto the right rep's live availability instantly, with weighted round-robin to favour your best closers and pause anyone who's out. Push every booking to your CRM via webhooks.
See also
Related terms