'routing-rules' 검색 결과

Assign new HubSpot leads to sales representatives using territory, specialist rules, and weekly lead counts. The skill records assignment reasons, highlights strong buying signals in Slack, and escalates cases that need human judgment.

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• Assigning new leads to the right sales representative
• Highlighting leads with strong buying signals
• Checking why a lead was assigned to a representative

Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations (queue-based and skills-based), setting up Presence Statuses and Presence Configurations, assigning skills to Service Resources, and defining Skills-Based Routing Rules. Trigger keywords: Omni-Channel setup, routing configuration, queue-based routing, skills-based routing, presence status, service channel, routing rules. NOT for agent capacity units and channel weighting — use architect/omni-channel-capacity-model. NOT for Apex routing via PendingServiceRouting — use apex/omni-channel-custom-routing.

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