What happens between a trigger and a rep working it. One process for every source; the trigger and a few rules change by source.
Boxes marked ↗ open the page for that part of the model.
How to read this
- The first question is always whether an existing account or open opportunity matches. If so, the owner of record keeps it.
- New records are segmented, assigned to the territory owner (round-robin inside the pool), and put on an SLA clock.
- Unworked past the SLA means reassignment, not a reminder.
- Ownership is at the account level. SDRs work their mapped AEs’ accounts; sourced credit is a field on the opportunity, not a change of owner.
Where it connects
Diagram source: 02-routing.drawio 02-routing.svg
