Prioritizing Routing Based on Region

A lead, contact, or account can be routed directly to a rep based on region. This can be done by establishing rules in your queues (Open workspace, Assigned Meetings - Queues) based on pre-existing fields in your Salesforce instance.

Similarly to all other queues explained in the Introduction to Queues, you are able to choose between Flexible, Strict, or a combination round robin. 

Step 1

Establish queues based on region and assign each region with the appropriate team members.

Step 2

Per each queue, establish if you'd like to use a strict or flexible round robin. 

Step 3

Based on fields set up in your Salesforce instance, create rules based on region for each of the following areas:

• Related Account
• Related Contact
• Related Lead

Step 4

Activate your queue!

Example

We establish two separate queues: 1 for Team USA and 1 for Team International with their corresponding team members assigned 

USA Inbounds:

and Non-USA Inbounds:

Here is our Non-USA territory Queue:

Here are the rules in our USA territory queue:

These queues can be enabled on your Router for inbound lead distribution via Concierge or used for SDR to AE Handoff via Instant Booker.