LeadFlow AI Docs
Route the right leads to the right next step
Routing and qualification are where LeadFlow AI becomes operationally useful. Once a lead is understood, the system should help move it into the best next action.
Qualification
What qualification means
Qualification is the process of deciding whether a lead is relevant, how strong the signal is, and what should happen next. It should support action, not just create labels for reporting.
Routing
What routing means
- Send stronger leads to faster human follow-up
- Send lower-priority leads into nurture flows
- Direct the lead into the right CRM pipeline or owner
- Trigger alerts only when the lead meets useful criteria
- Keep handling consistent across similar cases
Best Practice
Qualification should match the business reality
A technically clever qualification system is not useful if it does not reflect how your business actually handles opportunities. Keep the routing logic close to real ownership and real next steps.
Good Workflow Design
- Define what a strong lead actually means for your team
- Decide which actions should follow each outcome
- Keep routing rules understandable
- Review real examples regularly
- Adjust qualification logic when the business changes