Owner aware routing

3 min read

Send each lead to the right rep automatically.

Routing assigns an owner the moment a lead is created, so nothing lands in an unassigned pile.

Rules

Build rules under CRM → Routing on attributes like territory, company size, source, or round-robin within a team. The first matching rule wins; a catch-all rule guarantees every lead gets an owner.

Respecting existing owners

If a contact already has an owner (from a prior deal or an import), Cadey keeps that owner instead of reassigning, so relationships stay intact. Owners are notified instantly when a new lead is theirs.