Getting started
5 of 6 steps complete
×
Connect to Salesforce
Sync your reps
Configure which leads to route
Create a routing rule
5
Set a fallback for unmatched leads
Choose who receives leads when no routing rule matches.
Go to Rules
Enable the scheduler
Leads Routed (24h)
47
↑ 12% vs yesterday
Contacts Routed (24h)
23
↑ 8% vs yesterday
Total Routed
1,284
↑ since go-live
Monthly Routing Volume
Leads by Rep (30 days)
Lucas Bauer
68
Sarah Chen
62
James Miller
57
Tom Wilson
49
Maria Garcia
32
Aisha Okafor
26
Priya Nair
10