The Ultimate Guide to Salesforce Lead Routing
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10 min read
The Ultimate Guide to Salesforce Lead Routing

Lead routing is the end-to-end process of collecting and distributing leads within a sales team. It's a crucial aspect of sales operations that ensures potential customers are matched with the right sales representatives, facilitating a timely and effective response. The primary objective of lead routing is to respond to more leads, faster, thereby maximizing the chances of converting prospects into customers.

With Sweep, you can address the challenges of properly routing leads using the Assignment tool, a visual no-code solution designed to simplify the implementation of assignment logic within Salesforce. For example, it lets you set up an intelligent round robin, which will take into account rep's time off, weights and conditional limits. Or you can automatically remind employees who aren't responding to leads to do so, and reassign to other reps if needed.

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