Team & Territories
Who covers what
Give each team member their territories and the engine does the rest — every new lead auto-routes to whoever covers its territory (the least-loaded person wins ties).
Auto-routing is on
New leads route on arrival. No unassigned leads right now.
Team
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Territory coverage
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Territories come from the live pipeline — no free-text drift. New-lead routing runs in the database, so it works no matter where the lead came from.