After a Setter submits a lead, it will be assigned based on a triage method defined by the sales organization. Triage is a fancy way to saying “sorting”. When a lead is triaged or sorted by in a Round Robin, the lead is sent to the next Sales Rep in line. No preference is given to the rep’s ability or history of closing deals.
If a sales organization is triaging leads by Power Ranking, the lead is assigned based on the ranking of their sales reps. Ranking criteria may take into account any number of factors which may include seniority, closing rate, revenue generated, availability, etc. Each rep’s rank aligns them in a hierarchy to receive leads. The higher the rep is in the hierarchy, the more leads they are likely to get.
Here are some additional cards you may find useful:
Restoring Deleted Leads: Restoring Deleted Leads
Lead Address Normalization: https://app.getguru.com/card/TdEoLgxc/Lead-Address-Normalization
Project Location Latitude/Longitude Data: https://app.getguru.com/card/TGGb4y8c/Project-Location-LatitudeLongitude-Data
Lead Status: https://app.getguru.com/card/ckKoLpGi/Lead-Status
Lead Source: https://app.getguru.com/card/ikKoLRRT/Lead-Source
Leads Grid: https://app.getguru.com/card/iMMj4MpT/Leads-Grid
Lead Gen API Documentation: https://app.getguru.com/card/i6zj5EET/Lead-Gen-API-Documentation
Duplicate Lead Policy: https://app.getguru.com/card/crR9Ryxi/Duplicate-Lead-Policy
Lead API Master: https://app.getguru.com/card/cEEpKMji/Lead-API-Master
Lead Routing: API: https://app.getguru.com/card/ipzk9ayT/Lead-Routing-API
Reassign an Inactive User’s Leads: https://app.getguru.com/card/cpzL9yxi/Reassign-an-Inactive-Users-leads
Other related guru cards: