Assignment Rules
workflowThe logic that decides which rep owns a new lead, by territory, industry, source, round-robin or grade. A CRM concept; Leadkaun does not implement it.
In practice
Assignment rules are lead routing made explicit. Without them, leads get claimed by whoever is watching the inbox, which concentrates the best enquiries on the fastest rep rather than the right one, and leaves the rest to age. Rules typically route on territory, industry, source, deal-size band, round-robin or grade, often in combination, with a fallback for anything unmatched. The rule that matters most is that fallback: every lead needs an owner quickly, because an unowned lead is functionally an ignored one. Leadkaun does not implement assignment rules. Assignment here is manual, an admin or manager assigns one lead at a time to a named rep, and imported leads arrive unassigned until someone picks an owner. If you need rules-based routing, it belongs in your CRM. What Leadkaun adds is what happens after ownership: the lead is already graded A–F on arrival, and once owned it takes a ranked position in that rep's Priority Queue.
- 1.
A CRM routes real-estate enquiries above ₹1 crore to the senior closer and distributes the rest evenly.
- 2.
In Leadkaun the same lead arrives already graded, and a manager assigns it by hand.
→Check it yourself
How to tell where you actually stand.
Ownership decides speed more often than skill does.
- 01Pick ten recent leads and find out how long each waited before someone owned it.
- 02Check whether the wait was longer outside business hours or at weekends.
- 03Waiting time is the cheapest thing on this list to fix and the least often looked at.
See also
How Leadkaun uses this
Priority QueueNeighbouring terms
Ready when you are
Stop defining. Start scoring.
Leadkaun turns assignment rules from a definition into something your reps see every morning. Setup the same day, no card.
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