How to route new leads to the right owner
The Pipeline Crew recommends an owner for each new lead using your routing rules and the lead's details. Ownership changes only when you approve it.
Pipeline Crew
When you need this
New leads land in a shared queue or with whoever saw them first, and some sit unowned for days.
How the crew does it
Write down your routing rules
You
Tell the crew how leads should be split today: by territory, segment, product line, deal size or round robin.
Read each new lead
Pipeline Crew
Atlas reads the new lead's source, company and form answers from the CRM or inbound record.
Recommend an owner
Pipeline Crew
It matches the lead against your rules and proposes an owner, with the rule it applied. Leads no rule covers are flagged.
Approve the assignment
You
You confirm or change the owner. Only an approved assignment is written back to the CRM.
What waits for you
Every change to who owns a lead, and any change to the routing rules themselves.
Connect
CRM, salesforce, Spreadsheet or CSV
Measured by
New leads with an approved owner and the time from arrival to first owner action.
Limits
The crew recommends; it does not change lead ownership on its own. Writing back to the record needs a connected CRM.