Lead Routing

Design the assignment logic that gets every inbound lead to a named owner who accepts it. No industry-named framework exists for this discipline - practitioners independently converge on the same de facto pattern: an ordered precedence ladder (also called a rule waterfall), evaluated top-down, first match wins, terminating in a monitored catch-all. Present it as common practice, never as a branded methodology.

Routing is not assignment.

• Assignment: a CRM owner-field write.
• Routing: the full chain from capture to a person taking responsibility, or the system raising a visible exception with a timer and an escalation path.

Most routing failure is silent:

• rules fire
• dashboards show green
• leads sit unworked in queues nobody owns

Lead score is strictly an input here, never a design target. Use the score the user already has as:

• a ranking signal: which eligible lead to work first
• an eligibility gate: route only above a threshold