> For the complete documentation index, see [llms.txt](https://help.leadboxer.com/leadboxer/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.leadboxer.com/leadboxer/use-cases/lead-management.md). # Lead Management Track sales leads throughout the marketing lifecycle. Automatically move leads through your marketing funnel and monitor them until they are successfully converted to opportunities. ### Lead Routing & Ownership When running a small or large team of sales reps, agents or account executives, it is important to get the right insights to the right people at the right time. LeadBoxer allows you to set individual or group permissions on specific lead data, accounts, regions, etc. For example, automatically route leads to the correct salesperson according to the organisation’s territory mapping. Save time and valuable resources from manually assigning and routing leads, to a fully automated workflow. We also support ‘assigning’ of leads so you can make sure there is no opportunity wasted or not picked up. ### Workflow Automation. Our routing solutions help you to add simple or complex workflows that you do not want to or can maintained in your CRM or marketing automation solutions. Automate the countless hours routing leads to the correct individuals and accounts. Assign, Route and Qualify leads using automated rules that you can set and configure. ### Sync Top Leads with CRM Prevent to pollute your CRM with unqualified or incomplete leads. LeadBoxer is designed to work with many different sources of data, has built-in features to enrich company (or personal) data, allows you to qualify prospects based on behaviour and profile data, and includes powerful filters and intuitive scoring algorithms to create segments. The results can then be synchronised or exported towards many destinations using existing integrations or via a custom built solution. *** See also [Lead management on leadboxer.com](https://www.leadboxer.com/app/lead-management) and the [LeadBoard](/leadboxer/using-the-app/leadboard.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.leadboxer.com/leadboxer/use-cases/lead-management.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.