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LEAD ROUTING

Every lead lands
with the right rep.

Speed to lead is a distribution problem: a lead dies when nobody owns it, or the wrong person does. Lead routing hands every new lead to the right salesperson automatically, in turn, by source, or both, and it knows who’s actually on shift.

in turn, shared fairlyby source, to a specific repshift-aware after hours
WATCH IT ROUTE

A lead lands. The right rep gets it.

A ~1-minute sweep catches every new unassigned lead, matches your routing rules top to bottom, checks who’s on shift, assigns the rep, and logs it. This is that, on a demo store.

web.dealerfunnel.com/dashboardDEMO DATA
UP NEXTSCSarah Chenthen Marcus, Priya, Tom closes 7:00 PM Skip
NEW LEAD2:14p
J. Rivera
Source: Cars.com · unassigned
Waiting for the sweep…
RECENT ASSIGNMENTS

Live rotation on a demo store. Sample data, nothing is assigned.

A FAITHFUL RENDERING OF THE REAL PRODUCT · ON DEMO MOTORS

SEE IT ON YOUR STORE
IN TURN, FAIRLY

A fair rotation nobody has to babysit.

A pool of reps takes leads one at a time, in a rotation that remembers where it left off. Ups are shared evenly, nothing sits unclaimed, and a manager can skip anyone who stepped away, all without sitting in the inbox re-assigning by hand.

A live “who’s up” widget names the next repSkip a rep who stepped off the floor, in one clickThe cursor persists, so the rotation stays fair over time
LEAD ROTATION · LIVE
SCSarah ChenUP NEXT
MBMarcus Bellon shift
PNPriya Nairon shift
TATom Alvarezon shift
A persistent “who’s up” widget names the next rep, and a manager can skip anyone who stepped away. The cursor remembers, so ups are shared evenly.
BY SOURCE, TO A REP

“All Capital One leads go to Marcus.” Done.

Rules are an ordered list, checked top to bottom, first match wins. Send a source straight to one rep, or to a pool that rotates. A pinned “Everything else” catch-all round-robins the rest to the sales team, so no lead ever falls through.

Route by lead source to a specific rep or a poolPriority order: the first matching rule winsA pinned catch-all means nothing is ever unrouted
ROUTING RULES · FIRST MATCH WINS
1Capital One → MarcusDIRECT
Capital OneMarcus Bell
2Marketplace → Weekend poolPOOL
AutoTraderCars.comPriya, Tom
Everything elsePOOL
all sources not matched aboveSales team
SHIFT-AWARE

It knows who’s actually working.

Give each rep a weekly schedule and routing gets shift-aware: after hours it skips a rep who isn’t in until later, so the lead waits for someone who’s coming in, not someone off until Monday. Turn it off and it’s a simple, even rotation.

Per-rep weekly hours, defaulted from your store hoursAfter-hours leads wait for the next rep actually on shiftOptional: leave it off for a plain round-robin
WEEKLY SHIFTS · PER REP
MTWTFSSSarah9–79–79–79–79–7··Marcus9–79–7·9–79–79–5·Priya·12–712–712–712–79–5·Tom9–3·9–39–3·9–7·
After hours, routing can skip a rep who isn’t in until a later shift, so a Friday-night lead lands with someone working Saturday, not someone off until Monday.
PROVE IT’S FAIR

Every assignment is logged. Even the manual ones.

Routed, direct, self-claimed, or from the CRM, every assignment writes a log row. So the Activity report honestly answers: are leads shared evenly, which rule sent what, and how often did a human override it?

142
Leads routed
86%
Via routing rules
4
Reps sharing leads
7
Manual overrides
LEADS PER REP · LAST 30 DAYS

Even bars mean the pools are sharing leads fairly.

Marcus Bell41
Sarah Chen38
Priya Nair34
Tom Alvarez29
It never fights your CRM.

Lead routing is opt-in per store, and it only ever touches leads that are still unassigned. If your CRM already assigns leads (VinSolutions, eLeads, Tekion, DealerSocket, Reynolds, or Cox), routing stays out of its way. It fills the gap where nobody owns the lead, it doesn’t second-guess an owner you already have.

Stop losing leads to “who’s got this one?”

Book 30 minutes and we’ll set up a rotation for your store on the demo, rules, shifts, and all.

FROM $1,249/MO · $0 SETUP · UNLIMITED USERS · NO CONTRACTS
SEE IT FOR YOURSELF

Text Dealer Funnel and watch Carly reply.

Drop your cell — you’ll get a real text back in seconds, exactly like one of your leads would.