1 min lesson
Routing, ownership & SLAs
Use two rows in "Routing, ownership & SLAs" to state the practical decision rules.
Step 1 of 3
Routing is where a scored lead becomes someone's job. Done well it's invisible. Done badly it drops leads, double-assigns or quietly sends every good account to the same rep.
This is core plumbing the role calls out by name - lead capture and routing logic, permissions, reliability. Treat it as a small distributed-systems problem, not a CRM workflow toggle.