Clkly
Lead routing

Every lead, on the right desk,
the second it lands.

Build rules that match on source, territory, value or any field and hand each new lead to the right rep automatically. Round-robin to share the load evenly, and keep a full record of every match decision.

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New lead · Acme Co. · Enterprise form
Priya
4 open
assigned
Sam
5 open
Jo
4 open
What you get

Assignment that doesn't wait for someone to notice.

Rule-based matching

Match on source, territory, deal value, industry or any field. The first rule that fits wins.

Round-robin

Share inbound evenly across a team so no rep gets buried and none go hungry.

Territory aware

Route by region or segment so the rep who owns that patch always gets the lead.

Prioritised rules

Order your rules; the engine walks them top to bottom and applies the first match.

Full match record

Every routing decision is logged with its status, so you can audit who got what and why.

Instant hand-off

Assignment happens the moment a lead is created - no overnight batch, no manual triage.

Why it matters

Speed-to-lead is the whole game.

The first rep to respond usually wins. Manual triage adds hours; rules add none. Routing makes sure the right person is already on it while the lead is still warm.

  • Respond faster
    No queue sitting unassigned while the lead cools off.
  • Right owner, first time
    Territory and segment rules put it on the right desk.
  • Fair distribution
    Round-robin keeps the load even across the team.
Routing rules
  • 1Source = Enterprise formSenior AE pool
  • 2Region = NorthSam (round-robin)
  • 3Value > £10kPriya
  • 4ElseGeneral queue
FAQ

Lead routing FAQs

What is lead routing?

Lead routing automatically assigns incoming leads to the right rep based on rules you set.

  • Route by territory, source, size or round-robin
  • New leads get an owner the moment they arrive
  • No leads sitting unclaimed in a shared inbox

Clkly routes leads as they come in, so speed-to-lead never depends on someone watching the queue.

Related: Contacts · Prospecting

How does round-robin assignment work?

Round-robin shares new leads evenly across a team, optionally weighted by capacity.

  • Leads spread fairly across reps
  • Weight by workload so nobody is swamped
  • Reassign manually when you need to

Even distribution keeps response times fast and the team balanced.

Related: Deals

Can routing trigger follow-up automatically?

Yes - pair routing with workflows so an assigned lead gets an instant task or sequence.

  • Fire a first-touch task on assignment
  • Drop the lead into a welcome sequence
  • Alert the owner in real time

Routing plus automation means a new lead is contacted in minutes, not days.

Related: Workflows · Outreach

Stop letting hot leads sit in a queue.

Rule-based and round-robin routing, with a record of every match.

Start freeSee pricing