Note
Lead routing is only activated if a lead/contact comes from a single property website, lead capture app, or lead parsing service.
Lead routing allows you to automatically distribute incoming contacts to other members of your team.
- The route starts with the first user in your route order.
- The next user in line will be the first to get notified of the next lead if a lead is accepted.
- The lead is assigned to your Default Acceptor if a full pass has been made and no one accepts.
- On the left navigation, click Leads & Contacts > Lead Management > Lead Routing.
- Click Create.
- A slide out page appears.
- Update your settings.
- Name
- Default Acceptor - Who gets the lead if no one accepts it.
- Delay Pass - Amount of time one team member has to accept until the lead gets passed to the next team member.
- Update your order by choosing a user then click Add.
- Click the X to remove the user.
- Click, hold, drag, and drop the user to re-order.
- Click Submit.
Tip
If you have AT&T as your cellular service you will be notified of a new contact through lead routing, but you do have to accept the contact via email or from your CRM. AT&T services are not compatible with routing notifications.