01 · Enter caller paths
Start with the calls that cross teams.
Use one row per caller reason. A destination might be a receiving team, approved booking path, or the person who receives a qualified lead. Name the fallback if that path cannot complete.
Your draft map
Owner and fallback review
Decisions to confirm
02 · Prepare the handoff
What must travel with the caller?
Use these notes to test the draft map with receiving teams. Notes stay on this page until you copy or print them.
Transfer context
Booking boundary
Failed connection
How the review works
A decision list, not a live test.
What is counted
Each named caller reason is one path. A path has both owners named when its destination and fallback fields contain text. Empty fields appear as review points.
What remains unverified
This tool cannot verify team availability, calendar permissions, CRM delivery, routing rules, or qualification. Test the map with each receiving team before configuring a live flow.
Connect every call to a next step
Review the path with Connector HD.
Bring your common caller reasons, team owners and fallback rules to discuss routing, booking and qualification paths.