# What do we need to decide before building lead routing?

Routing has hard prerequisites, like CPQ needs pricing first. You must know definitionally what puts each lead into each bucket — segment boundaries, territory definitions, partner and event rules — before anyone can build or even recommend an approach.

Discovery here is a meeting, not a workstream. Ask who should be in the room and who will have opinions, get them together for an hour, and leave with a signed routing map. Skipping that hour is what produces six weeks of rework when sales leadership sees the assignments.

## Sources

- **Method** — [Lead Routing playbook — Don't kick off without these](https://www.leanscale.team/knowledge/playbooks/lead-routing-playbook/)

---
Cluster: Routing · https://www.leanscale.team/knowledge/answers/routing-prerequisites/