> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Qualification routing

> Attach the right qualification form automatically as new enquiries arrive.

Qualification routing saves you attaching a form to every enquiry by hand. A route watches for new enquiries that match the conditions you set — where they came from, which portal sent them, or which unit they are about to enquire about — and attaches the [qualification configuration](/leads/qualification-configurations) you have chosen. It can also email the lead a link to complete the form straight away, so qualification starts before anyone on your team picks the enquiry up.

You can manage your routes from the [Qualification routing page](https://dashboard.yorlet.com/leads/qualification-routes).

## Creating a route

To create a route, follow these steps:

1. Click **New route** (or press **N**).
2. Enter a **Name**, and a **Description** if it helps your team understand what the route is for.
3. Choose the **Qualification configuration** to attach when a matching enquiry arrives.
4. Set your match conditions: **Sources**, **Portals**, and **Units**.
5. Set a **Priority**.
6. Turn on **Email the qualification form** if you want the lead emailed a link as soon as the route matches.
7. Leave **Active** on so the route starts working, then click **Create**.

## Match conditions

A route only attaches its configuration when an enquiry matches every condition you have set. Leave a condition empty to match anything.

* **Sources**: The ways an enquiry can reach you — **Web form**, **Widget**, **Email**, **Portal**, **Phone**, **Manual**, or **Referral**. Leave empty to match any source.
* **Portals**: The property portal the enquiry came from, such as **Rightmove**. Leave empty to match any portal.
* **Units**: The specific units you want this route to cover. Click **Add unit** to add each one. Leave empty to match any unit.

On the routes table and on each route, an unset condition is shown as `Any`.

## Priority

More than one route can match the same enquiry, so each route has a priority that decides which one wins. Lower values are matched first, and new routes default to `100`. Give your most specific routes a lower number and your catch-all routes a higher one.

<Note>
  Only one configuration is attached to an enquiry, so once the highest-priority matching route has been applied, no other route is considered.
</Note>

## Which enquiries are routed

Routing only applies to enquiries that arrive without any qualification details. An enquiry is skipped when it already has a configuration attached, or when the lead has already submitted their answers by completing a hosted form.

If no route matches, and you have a default qualification configuration, Yorlet attaches that instead for enquiries that arrive by **Email**, **Phone**, **Portal**, or **Referral**, and emails the lead their link.

## Managing routes

Open a route from the [Qualification routing page](https://dashboard.yorlet.com/leads/qualification-routes) to see its conditions, priority, configuration, and whether the lead is emailed. Use the overflow menu (•••) and choose **Update** to change any of it.

Routes are labelled `Active` or `Archived`. Turn **Active** off to stop a route being applied to new enquiries without deleting it — enquiries it has already matched are unaffected.