Salesforce Lead Qualification and Routing Rules
Design how leads are scored, assigned and followed up.
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Design lead qualification and routing for Salesforce. Lead sources: [LEAD_SOURCES]. Our ideal customer profile: [ICP]. Team structure and territories: [TEAM_AND_TERRITORIES]. Response time promise: [RESPONSE_TIME]. Capacity per person: [CAPACITY]. Provide a qualification checklist of fields to capture, simple scoring rules (points for fit and for behaviour, with arithmetic for a sample lead), thresholds for sales-ready, routing rules in priority order as a decision table (by territory, by source, round robin), what happens to leads that are not ready, the first-seven-days follow-up sequence, and the handover note for the salesperson. Explain each rule so a salesperson can see why a lead reached them, include test leads covering edge cases such as a missing country or a duplicate, and describe how to avoid bias in scoring and review it quarterly with conversion data. Add a service level check: the share of leads contacted within the promise. Rules for contacting leads depend on consent and local law [VERIFY].
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