Table 1From “What is lead routing? Assignment is a measurement boundary”
What does lead routing mean?
Table 1What does lead routing mean?
| Process object | Question it answers | Example record | Error when it is merged |
|---|---|---|---|
| Capture | When did the signal arrive? | Form submission at 09:04 | A later assignment time is treated as arrival |
| Qualification | Is the lead eligible for this route? | Meets the declared account and need rule | The denominator includes excluded records |
| Routing | Who or what queue receives it? | Enterprise queue under rule R2 | An owner is treated as a cause of the result |
| Follow-up | What response event occurred? | First human response at 11:04 | A route is called successful without delivery |
| Reassignment | Did ownership change, and why? | Fallback queue to AE-B after capacity check | A capacity failure disappears into owner performance |
| Outcome | What happened by the stated window? | Won, lost, canceled, or no opportunity at day 30 | Different endpoints are compared as one conversion |
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Revenue operations & AI
What is lead routing? Assignment is a measurement boundary
Lead routing assigns an eligible lead to an owner or queue. The rule, capacity state, response event, and outcome window make it reviewable.
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