Route Qualified Leads to the Right Rep
Knock makes it easy to assign leads to the correct rep based on custom rules and CRM data—ensuring high-intent leads always land with the right person.
Step 1: Open Meeting Routing
- Go to your Knock Dashboard
- Navigate to Meeting Routing
Step 2: Define Lead Segments
Create rules based on any combination of:
- Lead data (e.g. company size, industry, location)
- CRM fields (e.g. lifecycle stage, account owner)
This defines which types of leads should route to which reps.
Step 3: Assign Reps to the Segment
- Select one or more reps from your Slack members
- You can assign reps even if they haven’t connected their calendar yet
If a rep’s calendar is not yet connected:
- You have the option to send them an invite to connect it—directly from the routing rule.
- Knock will temporarily skip that rep and apply the next matching rule.
- Once the rep connects their calendar, this rule becomes automatically active.
💡 This lets you fully configure routing logic before all reps have connected their calendars, so you can start using Knock Scheduling immediately—without constant updates.