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GTM Systems Design1 / 3

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.