Rules & routing methods

Rules are evaluated in priority order (lowest number wins). A rule fires when all of its condition groups pass.

Condition groups

Inside a group, all rows are ANDed. Between groups, any group passing fires the rule (OR). So "country is US AND score > 80 ORdealAmount > 50000" is two groups.

The four methods

• Weighted— random pick across bucket members proportional to each owner's weight. Default is 1.
• Round-robin — next owner in the list, wraps around. Great for evenly-sized territories.
• Capacity — the rep with the most room left under their daily cap. Skips anyone over cap.
• Skill — matches the lead's properties to owner skills (e.g. language, vertical). Falls back to weighted inside the matched set.

Eligibility gates

Before the method picks, every owner passes through: availability (not OOO), capacity (under daily cap), and method- specific filters (skill match, region, etc.). A rule with zero eligible owners logs reason: "no_eligible_owner" and routing falls through to the next priority.

Fallback

A rule with priority: 99 and no conditions acts as a catch-all. Always keep at least one — otherwise unclassified leads sit unassigned.