The organisation a lead or contact belongs to. Worth routing when you sell to businesses and the account, not the individual, is the thing somebody owns.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Industry | Sector specialists. |
| City / State | Territory. |
| Employee count or turnover | If you hold them as custom fields, to split enterprise from small. |
A worked example
An IT services firm routes companies by headcount: anything above 200 staff to the enterprise team, everything else to inside sales. Contacts and deals then inherit the relationship from a company that already has the right owner.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Rarely. |
| An overflow owner | Rarely. |
Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.
Where to go next
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.