Step 2 of 7 29% complete

Qualification Logic

Route leads to the right experience

Not all demo requests should go to sales:

  • Enterprise leads - 500+ employees: route to account executive
  • Mid-market - 50-500 employees: route to SDR for discovery
  • SMB - Under 50: self-serve demo or sales assist
  • Competitors/students - Redirect to resources page

Qualification signals:

  1. Company email domain (not gmail, yahoo)
  2. Enrichment data (Clearbit, ZoomInfo)
  3. Form responses
  4. Website behavior
Automate routing so leads get the right experience without manual intervention.