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HomeUse casesLead routing by territory
Lead routing by territory
New leads go to the right person by territory, product or size, with a note on why.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Sales & customer service
Industries: Any industry
Lead routing by territoryHubSpot
Sample dataRoute today’s leads.
You get an owner per lead and the rule that chose it.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Reads what arrivesReads new leads and your routing rules as it comes in.
- Sorts and flagsPrepares an owner per lead and the rule that chose it.
- Hands you the decisionsAnything that needs a person waits for you, with the reason it stopped.
SYSTEMS IT CONNECTS
Works with what you use.
- HubSpot
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Clear hand-offs
Items that need a person say why.
On the record
Every label and route is logged.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.