ZNICRM Usage guideCUSTOMER GUIDE
Guide home / Lead routing

Lead routing

Direct inbound leads using routing rules when the account supports advanced routing.

Lead routing profiles with example routing defaults
Lead routing profiles with example routing defaults.

Create a route

  1. Open Account Settings → Features Settings → Lead Routing and select Add Route.
  2. Enter a name and description. Select the inbound module, or All Modules.
  3. Choose a default department and user. Source Default retains the inbound source default; Lead Manager uses the department’s assignment configuration.
  4. Set priority: lower numbers are evaluated first. Select Active or Inactive. Inactive routes are excluded from automatic routing.
  5. Select Save. The Manage page contains mappings, rules and a route preview that does not save assignments. Review a synthetic preview before using the route.

The list shows module, defaults, rule and field counts, status and priority.

See the lead-routing rules for rules, field mappings, Facebook examples and troubleshooting.