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Lead routing
Lead routing is the process of assigning new leads or opportunities to the right owner, team, or workflow based on rules.
Routing prevents high-intent leads from sitting unassigned. Rules can use source, territory, account type, deal value, product signal, or ownership history.
How Questlane uses this
Questlane workflows can route new deals, create tasks, and send digests when synced data or inbox activity creates a new opportunity.