P1 gave the inbox; this is the automation. Each rule maps a lead's source + intent + type to the right action plan — and, where it makes sense, auto-creates a saved search from the inquiry so alerts start day one. Run auto-route applies every active rule to unclaimed/unrouted leads in one pass.
What will happen — preview
Routing rules
| # | When a lead is… | Attach plan | Saved search | Active |
|---|