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What is lead allocation?

Lead allocation is the process of assigning incoming leads to the right sales reps, teams, or territories.
Getting this right is critical for maximizing speed-to-lead, rep productivity, and conversion rates.
Cargo lets you automate lead allocation using custom rules and real-time data, so every lead goes to the best possible owner, at the right time.

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Use cases

  • Territory-based routing: Assign leads based on geography, company size, or industry.
  • Round robin: Distribute leads evenly across your team to ensure a fair workload.
  • Priority assignment: Route high-value or urgent leads to your top performers.
  • Custom logic: Use any data point or business rule to create your allocation strategy.
Cargo makes it easy to adapt your lead allocation process as your team and business needs evolve.