Academy
Enrich and Route/Workflow 3 of 4
Enrich and Route 3 min

Score and Route Leads

Auto-score leads against your ICP and send them to the right owner.

Scoring should not wait for a human. This grades every lead on fit and routes it the moment it lands.

The workflow, step by step

  1. 1
    Enrich the leadResolve person and company so you have real firmographics, not form guesses.
  2. 2
    Score against the ICPRate fit on industry, size, seniority, and any custom signals.
  3. 3
    Set routing rulesMap score bands and territories to owners.
  4. 4
    Route and notifyAssign the lead and ping the owner with the enriched context.

Want help implementing this workflow?

Talk with a Crustdata Forward Deployed Engineer and we will wire it into your stack with you.

Talk to an engineer

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