The lead routing logs can be used to review how leads are assigned. It provides an audit trail that can be reviewed by Team Owners/Admins so that necessary adjustments can be made to the rules in place if needed.
*This feature can only be accessed by users with the "Team Features" permission.
The lead routing logs are found under Settings > Lead Distribution > Agent Lead Routing > Routing Logs in the top-right corner.
Once clicked, a pop-up window will apppear with all routing logs available for review.
By default, this section will show the leads that have been routed in the last seven days but you can also choose to show routed leads "Today," "Yesterday," "Last 3 Days," or "Last 30 Days."
The number next to these time filters is the total number of the leads that fall into the corresponding time range.
Here is the breakdown of what is displayed in the routing logs:
- The first part on the left shows the leads. If you click on the name, you will see the basic information of that lead and can then compare it with the lead routing rule that it was routed through as seen with #2.
- The second part shows the result of the lead routing rules, rule by rule. The "N" indicates that it was not routed by that rule, the "Y" shows where it matched and was routed as seen near #3 on the screenshot.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com>, by phone at 1 (855) 981-7557 or chat with us through your CRM.