Assign leads by industry vertical

Outcome. A lead lands with the rep who specializes in their industry, so the first call already speaks the right language instead of a generalist relaying it later.

Workflow map Enrollment, branches and actions at a glance lead-routing-010

flowchart TD
    A[Contact created / Industry set on company] --> B{Industry grouping?}
    B -->|Healthcare| C[Rotate to Healthcare pool]
    B -->|Financial services| D[Rotate to Financial services pool]
    B -->|Retail| E[Rotate to Retail pool]
    B -->|unmapped / blank| F[Rotate to Generalist pool + notify sales ops]
    C --> G[Set routed date, notify owner, create call task]
    D --> G
    E --> G
    F --> G

When to use it, when not to

• UseUse it when reps are organized by vertical (for example healthcare, financial services, retail) rather than by territory or size, and each vertical has its own rep pool.
• UseUse it alongside lead-routing-006 or lead-routing-007 when the org splits by both geography/size AND vertical; chain the branches, vertical first or territory first depending on which dimension has fewer, cleaner pools.
• SkipDo not use it if industry data on the associated company is largely unpopulated or unreliable. Add an enrichment step, or fall back to a self-reported form field, see Variants.
• SkipDo not use it for named/strategic accounts with a fixed owner regardless of vertical; exclude those first, see lead-routing-011.