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Routing Logic with Schedule IQ
Routing Logic with Schedule IQ

Route your leads to the right sales rep's calendar using routing logic

Sacchin Kaushik avatar
Written by Sacchin Kaushik
Updated over a week ago

Schedule IQ has two options for you to determine whose calendar a meeting is booked on.

  • Rule Based Routing

  • Round Robin

Rule Based Routing

Assign leads to reps based on specific information, like:

  1. Lead Responses - to questions that you can set up in the form

  2. IP Address - you can match leads with reps in their region/time zone

  3. CRM Owner - you can ensure the meeting is booked with the rep who's already assigned to the lead

While assigning team members, you can choose more than one representative and the meetings will be assigned to them even if their calendar is not connected, these meetings will be available in Schedule IQ and not in your calendar.

Please ensure that the calendar connection is healthy to avoid double booking.

Upon choosing the representative, you will be able to assign meetings from the types of:

  • Flexible Distribution – Distribute meetings randomly among team members based on availability.

  • Equal Distribution ( Strict Round Robin ) – Equally distribute meetings among team members.

  • Weighted Distribution – Distribute wisely by assigning varying weights to team members.

For Weighted distribution, you get to assign targets and based on the targets you're assigning the meetings will be assigned to the representative.

As a fallback back you also get to assign these meetings if none of the rules matches as flexible distribution where you can assign team members from the options and confirm the changes and additionally, you can prefer the meeting to be scheduled with a specific representative based on Contact ownership as well.

The contact ownership rule would be primary and the additional rules that are set will be a fallback in this case.

Round Robin

Round Robin Routing in Klenty evenly distributes leads or tasks among a team or group of users, ensuring each member gets an equal opportunity to engage with prospects or handle meetings in a systematic and fair rotation.

In this routing of events, it would be based on flexible distribution by default as it is an equal round-robin for each active member within a team.

You will be able to choose the team members from the options and assign meetings equally based on the form filling that would happen on your website.

However, you would also be able to choose the distribution type from the options of Flexible, Equal and Weighted distribution here as well.

Upon setting up the type of distribution, your routing logic is completed and is good to go for confirmation.

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