Collect these first. The audit goes faster.

Access

• An admin who can export setup and read it. See exporting your routing configuration.
• Read access to leads, users and queues. The audit changes nothing.
• For HubSpot: a way to list workflows and owners.

The setup

• The active assignment rule, every active Lead flow and every workflow that sets an owner.
• Queues and their members.
• Any routing tool, with its pools and its history log.
• The fallback and default owners.

The ways a lead gets in

Forms, imports, API sources, events, partner portals, sales engagement tools and manual entry. One list. Each one is tested later.

The facts you will be asked

• Who left in the last year?
• When did the team, regions or segments last change?
• How many leads arrive in a month?
• What is the first response target, if any?

Then work through the questions

The routing health checklist has seventeen questions, each with a way to check it. The order of work is in six steps to check lead routing. What the write-up holds is in what an audit report should contain.

Keep a tracker

One table is enough. One row for each item above. Three columns: who holds it, whether you have it, and the date it arrived.

When something is missing

Do not wait for everything. Use one rule.

• Access or setup missing: nothing can start. Chase it first.
• A way in missing from the list: note it, and carry on. Add it when someone remembers it.
• A fact missing, such as the response target: write down that it is unknown. Say so in the report.

A worked example

A made-up audit has everything except the list of ways leads arrive. The admin knows the forms and the import. Nobody knows who owns the partner portal.

Start the audit on the forms and the import. Put the portal in the tracker as an open item with a name next to it. When the answer comes, test the portal then.

The free scan checks your export for:

• the assignment rule
• flow defects an audit looks for