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What does a routing worksheet look like?
| Lead ID | Eligibility (rule) | Rule and capacity state | Effective assignment | Response event and reassignment | Day-30 outcome |
|---|---|---|---|---|---|
| L-01 | Eligible (R2) | R2 / Open | AE-Alpha (direct) | 4 hours / None | Won (opportunity created) |
| L-02 | Eligible (R2) | R2 / Full to fallback | AE-Beta (fallback) | 14 hours / Reassigned from queue A | Lost (opportunity created) |
| L-03 | Eligible (R2) | R2 / Open | AE-Gamma (direct) | 18 hours / None | Canceled (opportunity created) |
| L-04 | Eligible (R2) | R2 / Open | AE-Alpha (direct) | 36 hours (over 24-hour window) / None | No opportunity |
| L-05 | Eligible (R2) | R2 / Full to fallback | AE-Gamma (fallback) | 48 hours (over 24-hour window) / Reassigned | Lost (opportunity created) |
| L-06 | Excluded | Not applicable (outside geo rule) | Unassigned | None | Excluded from denominator |
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Reference & Evidence
Source: Table from this essay. Sources and interpretation are given in the article.
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