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Peak CRM · Lead routingLocal planning demo · No rule active

No lead without an owner.Even on holiday.

A new lead that belongs to nobody cools down. Before rules distribute leads, clarify who owns what and what happens in an exception.

Dein erster Vorbereitungsschritt

Als Nächstes: Ownership set

Check my ownership
Every lead has a home

A good rule also knows the exception.

Who owns it, who covers, and what happens to a lead nobody owns?

  1. 01

    Clarify ownership

    Who gets which leads, by source or region?

    Hier beginnen
  2. 02

    Plan exceptions

    Set cover, absence and unclear cases.

    Technischer Nachweis offen
  3. 03

    Switch on rules

    Only after a test run with sample leads.

    Technischer Nachweis offen

01 / Deine Ausgangsbasis

Before a lead is routed.

Record what you have prepared. Your selection stays on this page and can be downloaded as a checklist.

Vorbereitung lokal dokumentieren

02 / Die Zuordnung

Not just rules. Their effect.

Example of a rule list. The rows show the check; they are not an active assignment.

Feld → BedeutungSynthetisches Beispiel
  • AusgangsfeldLead from the website
    Zu prüfende Bedeutung

    Pipeline and stage

    In which pipeline and stage does the lead start?

  • AusgangsfeldNew lead
    Zu prüfende Bedeutung

    Team notification

    Who gets the note in the inbox?

  • AusgangsfeldOwner away
    Zu prüfende Bedeutung

    Check cover separately

    Don't infer absence from calendar names. Agree it with the team.

    Manuell klären

„Notiz gelesen“ bestätigt deine Sichtung. Es bestätigt weder Feldkompatibilität noch einen erfolgreichen Import.

A rule with meaning

What comes in reaches the right person.

Check every rule on its own: source, pipeline, stage, recipient.

Our standard

Prepared meansnot routed yet.

Your checklist documents preparation. It routes no leads and changes no rules.

The deliberate pause

A rule doesn't replace an agreement.

Agree with the team first, then set rules.

01 / Der Datenraum

No data transfer

Deine lokale Checkliste0 / 4Vorbereitungspunkte dokumentiertBrowser · kein Upload

This page reads no leads, sends nothing and creates no rule.

02 / Drei getrennte Entscheidungen

No false green

  1. Připravit0/4 lokal markiert
  2. Technisch prüfenNachweis offen
  3. SchválitNicht erfolgt
03 / Das Original bleibt erreichbar

A visible way back

Bisheriger AblaufNeuer Weg
Noch ungeprüft

Every exception has a fixed place to go.

03 / Kontrolliert vorgehen

Routing goes live in steps.

  1. 01 / Testpaket

    Scope a test run

    One source, sample leads, a clear scope.

    Testumfang / PlanVORBEREITUNG
    Ein kleiner, klarer Ausschnitt.
    • Neutrale Testdaten
    • Leere Werte & Sonderzeichen
    • Verzweigungen & Pflichtfelder
    Noch kein Import ausgeführt
  2. 02 / Sesouhlasení

    Check the assignment

    Does every sample lead reach the right person and stage?

    Felder / PrüflisteVORBEREITUNG
    Lead from the website
    Pipeline and stage
    New lead
    Team notification
    Owner away
    Check cover separately
    Feldgleichheit technisch offen
  3. 03 / Rozhodnutí

    Record the release

    The responsible person switches the rule on after the test run.

    Freigabe / ProtokollVORBEREITUNG
    Odpovědný
    Noch festzulegen
    Ergebnisnachweis
    Zatím otevřené
    Rückweg
    Original erhalten
    Keine Produktfreigabe
Document the way back

Nobody slips through.

For absence and unclear cases there is a fixed place to go.

Die offene Freigabe

Vor dem tatsächlichen Wechsel offen

  • 01Test the rules with sample leads and check the result.
  • 02Check that no lead is left without an owner.
  • 03Confirm rules and cover with the team.
The next sensible step

A plan you can take with you.

Download your status or start Peak CRM and set how your leads are handed on.

Start Peak CRM

Lead routing with pipeline, stage and notification per the Peak CRM register. Automatic cover during absence is not evidenced there.

Your status to take away

A plan with open items.

The checklist holds your ownership and every open case.

Markdown · Nur dein lokaler Vorbereitungsstand

Checkliste hier ansehen
# Peak CRM — lokale Wechselcheckliste

Design-Demo. Keine Daten wurden importiert oder veröffentlicht.

## Vorbereitung
- [ ] Ownership set
  Nachweis: Table source → owner
- [ ] Cover clarified
  Nachweis: Cover rule
- [ ] A place for unclear cases
  Nachweis: Named place for unclear leads
- [ ] Fair distribution discussed
  Nachweis: Agreed distribution rule

## Vor einem tatsächlichen Wechsel weiterhin prüfen
- Test the rules with sample leads and check the result.
- Check that no lead is left without an owner.
- Confirm rules and cover with the team.

Abgehakte Punkte sind lokale Selbstauskünfte, keine technische Validierung.

Frequently asked questions

What rules decide the routing?

By fields such as region, industry or source. You set the rules and Peak CRM applies them to new leads.

Is there automatic absence cover?

That is not confirmed. Today you adjust the rule when someone is away.

Where do the leads come from?

From your own sources, for example a CSV import or manually entered inquiries.

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