How to Create a Lead Route

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.

1. On the left navigation, click Leads & Contacts > Lead Management > Lead Routing.
2. Click Create.
   • A slide out page appears. 
3. 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. 
4. Update your order by choosing a user then click Add. 
   • Click the X to remove the user. 
5. Click, hold, drag, and drop the user to re-order. 
6. 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.