Lead Routing Rules

Lead routing that protects relationships and keeps teams aligned.

As teams grow, the “who owns this lead?” question becomes chaos. Impact OS supports routing rules and visibility modes so leaders can enforce agreements and reduce friction.

Common routing patterns we support

Routing should match your leadership model. Here are common setups:

Independent mode: each rep owns their leads; leaders have visibility by permission
Sponsored mode: leader owns the relationship; assignments and handoffs are tracked
Round-robin or territory routing (optional) for inbound leads
Escalation rules when leads go cold (time-based handoff)
Shared pipelines for collaboration with audit/history

Notes

Routing rules are only useful when they’re clear, agreed on, and enforced consistently. We help you define the rules first—then implement them.

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