Routing QA
Routing check
Leads that are unowned, routed to the wrong place, or accepted late, and the rule that caused each one.
| Lead | Company | What happened | Rule that caused it | Suggested fix | Age | Actions |
|---|---|---|---|---|---|---|
Sample | Summit Reach Bancorp Bank · 9,100 · CO | No owner since it came in at 8:15 AM. | West Tier 1 has one rep (Sam Whitaker), he is at capacity, and target accounts are left out of the overflow rule. | Let target accounts overflow too, from West Tier 1 to Central (Jordan Lee). | 3 hr 25 min | |
L-1013 Sample | Crescent Bay Pay Fintech · 260 · WA | Sitting in the default queue. | Washington is not mapped to any territory. | Map WA to West. | 1 hr 05 min |
Each fix changes a rule, not just one lead, so it goes to an approver first. Hover any cell to read it in full.