OpsLab

CRM Setup Lead Routing Comp Plans Onboarding Pipeline

OpsLab / Lead Routing Engine

Lead Routing Engine

Configure geography, product, and capacity-based routing. Get a rules document you can implement in your CRM or automation tool.

Configure your team and routing logic

Add your reps, their territories and product lines, then set routing conditions.

Company / team name

Add your sales reps

Rep name

Territory

Product line

Capacity (leads/mo)

Routing conditions

Company size (what triggers geography routing?)

Lead source priority routing

Inbound (website/form) Outbound (cold email) Referral Demo request LinkedIn Ads

Lead geography

US-West US-East US-Central EMEA APAC LATAM

Product lines (route to specialist reps)

Core Product Enterprise SMB Professional Services Add-ons

OpsLabRevenue operations for teams without a RevOps department

Built by Polsia