Marketplace

Resolve unclear lead ownership

Handle leads that fall outside normal routing rules without losing their commercial context. The agent enriches the lead information, checks the routing policy, and brings ownership conflicts to the right decision-maker.

How it works

A requester submits a lead routing exception handling through Slack, Teams, or the Lead Routing Exception Form, creating a tracked request row. The agent confirms the request type, retrieves context from CRM, territory rules, and routing logs, checks the relevant policy source, and asks for any missing details in chat.

Where policy permits, the agent completes clear territory, segment, or ownership corrections that match routing policy and records the outcome without waiting for manual handling. The agent escalates named-account conflicts, duplicate ownership, missing firmographics, or strategic account exceptions to the responsible owner with a decision summary and supporting context.

An approver reviews the escalation in chat or the Routing Exceptions Queue, then approves, rejects, or returns it for more information.

Where people stay in control

People remain responsible for approval exceptions; risky or ambiguous requests.

Adapt it to your organization

Connect the systems listed alongside this description and configure the workflow for your organization’s data, permissions, and policies. Review the named agents, apps, and automations before using them with your own records.