Workflow Architecture Planner|Deterministic Rules
Lead Routing Operating Rule Planner
Specify inbound origins, request classifications, and coverage guards to generate an accessible operating procedure and testing checklist. Avoids conflicting triggers and unassigned queues.
All configuration is simulated locally in your browser. No live customer data or telecom transmissions are executed.
Intake Scenario Inputs
Deterministic Operating Procedure
01
Step 1: Capture & Deduplication
Event fires on [site form]. Check existing contact records by phone and email within a 5-minute deduplication window.
02
Step 2: Coverage & Type Guard
Evaluate request type [new service] and territory [in coverage].
03
Step 3: Ownership Assignment
Assign contact and deal record to [Sales Coordinator]. Stamp pipeline stage based on urgency.
04
Step 4: Customer Next Action
Send immediate booking invitation calendar link with qualifying questions.
05
Step 5: Goal & Stop Condition
Workflow halts immediately when customer books appointment or replies to outbound SMS. Suppress subsequent reminders.
Ready to implement this routing logic in your CRM?
Marmation configures tested workflows with error fallbacks and stop conditions.