Sales / Free editable template

Lead routing flowchart template

Lead routing decides who gets each new inbound lead and how fast. This example sends every lead along a rail of four rules, existing customer, named account, company size and country, where the first Yes drops it to the right queue. Each queue has a response time, small UK leads go round a four-rep round robin, and a table covers the exceptions.

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Lead routing flowchart example showing rail of routing rules in order, queues with response times, round robin and exception rules
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Order the rules

    Put the rules in the order they should be checked. The most specific, such as existing customer, usually goes first.

  2. Give each queue an owner

    Decide who owns each queue and how fast they must respond. Faster replies win more inbound leads.

  3. Handle the exceptions

    Write down what happens when a rep is away, at capacity or the lead is a duplicate, so no lead sits unassigned.

Questions about this template

Can I change the order of the routing rules?

Yes. The rules run left to right and the first Yes wins, so put the decision boxes in your order and update the reply times on each owner card.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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