Allocate leads

Learn how to automate and customize lead allocation to your sales reps

What is lead allocation?

Lead allocation is the process of assigning incoming leads to the right sales reps, teams, or territories.

Getting this right is critical for maximizing speed-to-lead, rep productivity, and conversion rates.

Cargo lets you automate lead allocation using custom rules and real-time data, so every lead goes to the best possible owner, at the right time.

Use cases

• Territory-based routing: Assign leads based on geography, company size, or industry.
• Round robin: Distribute leads evenly across your team to ensure a fair workload.
• Priority assignment: Route high-value or urgent leads to your top performers.
• Custom logic: Use any data point or business rule to create your allocation strategy.

Cargo makes it easy to adapt your lead allocation process as your team and business needs evolve.