Route incoming RFPs

Routing helps new RFPs reach the right person without your team sorting every request manually. Use it for account relationships, station responsibilities, or regional coverage.

Check your receivers first

Open Team and make sure the intended receivers can receive RFPs for the relevant stations. A routing rule assigns work to eligible teammates; it does not give them new access.

Create a rule

Open Routing and choose Add rule. If you cannot edit rules, ask your administrator to check your assignment permissions.

1. Choose a station or market if the rule is limited to one area.
2. Add an agency, client, brand, or media type when useful.
3. Optionally add a Smart condition in plain language, such as a requirement related to the campaign objective.
4. Select the teammates who should receive matching requests.
5. Review the conditions and save.

Every condition you add must match, so keep rules focused. For example, use a named agency and station when one rep handles that relationship.

Review overlapping rules

More specific account and station rules take priority over broader rules. Use the ordering controls where available to choose between equally specific rules. Keep overlapping rules easy for your team to understand.

Check the default receivers shown on the Routing page. They receive unmatched requests, so each station should have someone available to pick up that work.

Keep assignments up to date

Review the rules when someone joins, leaves, or changes accounts. Changes apply to future requests; update existing assignments separately when work needs to move.

See team permissions if a teammate is missing from the receiver choices.