Capability · Routing

Route Every Lead to the Right Location, Team, and Next Action

In a franchise or multi-location organization, the first question about any lead is whose is it? Routing answers that in seconds — the same way every time.

Lead routing engine

Illustrative
  1. Trigger

    New lead
  2. Service?

    Home cleaning
  3. Postal code?

    30318
  4. Eligible locations

    Atlanta North · Atlanta Central
  5. Availability

    Atlanta Central
  6. Assigned to

    Location + rep
  7. Then

    SLA timer starts

Routing failure states

Design for the lead that doesn't match.

Most routing problems aren't the happy path. They're the lead with no territory, the location that's closed, the rep on leave.

No matching territory

Fallback queue

Location unavailable

Alternate location

Rep unavailable

Team queue

Duplicate contact

Existing owner

No response

Escalation

Routing methods

Most networks combine three or four.

Escalation, reassignment and duplicate handling sit on top of whichever methods you use. Routing rules belong to the shared baseline described in GoHighLevel for franchises and GoHighLevel multi-location.

Lead routing methods
Geographic / territoryLeads matched to the location that owns the area.
ZIP / postal codeExplicit code lists per location, maintained centrally.
Service-areaRouting depends on whether a location offers that service.
Location selectionThe customer chooses; routing validates the choice.
Round robinEven distribution across reps within one location.
Availability-basedAssigned to whoever can take the appointment.
Source-basedPaid, organic, referral or national campaign leads handled differently.
After-hoursOut-of-hours leads to a central team or next-morning queue.

Routing should be reportable

If routing isn't recorded, response time can't be measured.

Every routing decision writes the fields reporting needs later, so corporate can see where a lead came from, who got it and what happened next.

  1. field_1

    Lead source

  2. field_2

    Location

  3. field_3

    Owner

  4. field_4

    Response time

  5. field_5

    Outcome

Questions

Lead routing questions.

Next step

Design your lead routing.

Tell us how leads arrive today, how territories are defined and what happens when nobody picks one up.