Lead Routing Engine Process Documentation

flowchart TD
  Start(["Contact becomes Marketing Qualified Lead"]) --> TriggerGate{"Trigger_Routing permission?"}
  TriggerGate -- "No" --> ExitNoRoute(["Exit without routing"])
  TriggerGate -- "Yes" --> BypassGate{"Bypass_Automation permission?"}
  BypassGate -- "Yes" --> ExitBypass(["Exit without routing"])
  BypassGate -- "No" --> HoldGate{"On hold, do not route, or disqualified?"}
  HoldGate -- "Yes" --> Hold(["HOLD"])
  HoldGate -- "No" --> DataGate{"Email and Account present?"}
  DataGate -- "No" --> BadData(["UNROUTED_BAD_DATA"])
  DataGate -- "Yes" --> TaggedGate{"Tagged Account?"}
  TaggedGate -- "Yes" --> TaggedOwner{"Active non-Pool Account owner?"}
  TaggedOwner -- "Yes" --> Tagged(["TAGGED_ACCOUNT"])
  TaggedOwner -- "No" --> TaggedNoOwner(["UNROUTED_TAGGED_NO_OWNER"])
  TaggedGate -- "No" --> CustomerGate{"Customer Account?"}
  CustomerGate -- "Yes" --> CustomerOwner{"Active non-Pool Account owner?"}
  CustomerOwner -- "Yes" --> Customer(["CUSTOMER_ACCOUNT"])
  CustomerOwner -- "No" --> NoOwner(["UNROUTED_NO_OWNER"])
  CustomerGate -- "No" --> DealGate{"Open Opportunity with active non-Pool owner?"}
  DealGate -- "Yes" --> ActiveDeal(["ACTIVE_DEAL"])
  DealGate -- "No" --> AccountBdrGate{"Active Account BDR?"}
  AccountBdrGate -- "Yes" --> AccountBdr(["ACCOUNT_BDR"])
  AccountBdrGate -- "No" --> AccountOwnerGate{"Account owner is Pool or inactive?"}
  AccountOwnerGate -- "Yes" --> RegionGateNew{"Account Region populated?"}
  RegionGateNew -- "No" --> NoRegion(["UNROUTED_NO_REGION"])
  RegionGateNew -- "Yes" --> AeGate{"Eligible AE in roster?"}
  AeGate -- "No" --> NoAe(["UNROUTED_NO_AE"])
  AeGate -- "Yes" --> BdrGateNew{"Eligible BDR in roster?"}
  BdrGateNew -- "No" --> NoBdr(["UNROUTED_NO_BDR"])
  BdrGateNew -- "Yes" --> RotationNew(["ROTATION_NEW_ACCOUNT"])
  AccountOwnerGate -- "No" --> RegionGateBdr{"Account Region populated?"}
  RegionGateBdr -- "No" --> NoRegion
  RegionGateBdr -- "Yes" --> BdrGateOnly{"Eligible BDR in roster?"}
  BdrGateOnly -- "No" --> NoBdr
  BdrGateOnly -- "Yes" --> RotationBdr(["ROTATION_BDR_ONLY"])

  classDef entry fill:#15161a,stroke:#15161a,color:#def862,font-weight:bold;
  classDef routed fill:#e5f4eb,stroke:#246f49,color:#18191d,font-weight:bold;
  classDef hold fill:#fff3d9,stroke:#9b6400,color:#18191d,font-weight:bold;
  classDef unrouted fill:#ffe8e5,stroke:#b42318,color:#18191d,font-weight:bold;
  classDef exit fill:#eef0f2,stroke:#5b6270,color:#18191d;
  class Start entry;
  class Hold hold;
  class Tagged,Customer,ActiveDeal,AccountBdr,RotationNew,RotationBdr routed;
  class BadData,TaggedNoOwner,NoOwner,NoRegion,NoAe,NoBdr unrouted;
  class ExitNoRoute,ExitBypass exit;