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Glossary / Strategy & Sales

Lead routing.

Automatically assigning new leads to the right person.

What it means

Automatically assigning new leads to the right person. Routing by service, territory or round robin keeps leads from waiting.

Related terms

Speed to lead Customer relationship management (CRM)

More in Strategy & Sales

Account-based marketing (ABM)Bottom of funnel (BOFU)Buyer persona Customer acquisition cost (CAC)Customer lifetime value (CLV)Fractional CMO Go-to-market strategy Ideal customer profile (ICP)

Read more.

Articles that put Lead routing to work.

Cover illustration for the article “HubSpot vs Salesforce for a 20-Person Company: A Build-Out Lead's Honest Comparison”

CRM · 8 min read · Nick Irmo

HubSpot vs Salesforce for a 20-Person Company: A Build-Out Lead's Honest Comparison

HubSpot vs Salesforce for a 20-person company: 2026 license costs, build-out effort, who should pick which, and what to decide before you sign.

Cover illustration for the article “CRM Migration Checklist: Moving to HubSpot or Salesforce Without Losing Data”

Sales & CRM · 3 min read · Nick Irmo

CRM Migration Checklist: Moving to HubSpot or Salesforce Without Losing Data

A CRM migration is a data project, not a software install. The checklist we use to move contacts, deals and history without breaking reporting.

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