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Lead Routing Rules

Active Rules

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1 High-Value Meta Leads

IF source = Meta Ads AND budget > 2.5Cr THEN assign Weighted

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2 JustDial Enquiries

IF source = JustDial THEN assign Round-robin (Tier 2 Team)

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3 Direct Website VIP

IF source = Website AND page = Pricing THEN assign Specific Rep (Rohan)

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4 Cold Calling List A

IF campaign = Q3_Outbound THEN assign Specific Rep (Amit)

subdirectory_arrow_right Fallback: Assign to Default Pool

Edit Rule: High-Value Meta Leads

Define logic and assignment protocol for this rule.

IF Conditions Met

Source =
campaign Meta Ads
AND
Campaign Contains
Premium Living
AND
Budget >
2.5Cr
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THEN Assign To

Distribute incoming leads based on a defined percentage among selected representatives.

Representative
Distribution Weight
%
Priya Patel
40%
Rohan Sharma
30%
Neha Singh
30%
Total: 100% check_circle

science Test Rule Logic

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Match Found!

Result: Routed to Priya Patel (Manager) via Weighted Distribution.