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Your Business Suite system automatically routes your leads to your agents to ensure full pipelines and productive teams. You can add agents to the lead rotation from either their agent profile or the lead routing dashboard.

Choose a Lead Routing Method

To select your routing method, hover over the Team Tools button and select Lead Routing from the drop-down menu. 

Here you can select the option that best suits the needs of you and your agents.There are two main lead routing options to choose from:  

Round Robin
This method is selected by default and will equally distribute leads in a round robin fashion to all of the agents who are included in the rotation.  No muss, no fuss.

Best Match
This method gives you more control to ensure the right leads go to the right agents. You can customize routing based on the lead sources, zip codes, and price range for each agent.

Select Lead Sources for Routing

You can select which lead sources you’d like to have included in your lead routing, no matter which routing option you choose:

My Website
These are leads who registered on the main domain of your website.

3rd Party
These are your leads from other sources, such as Zillow, Trulia, Realtor.com, or Homes.com.

HouseValues.com
Seller leads that come from HouseValues.com.

Note: HouseValues is deselected by default. If you currently have a HouseValues.com lead subscription, selecting this lead source will route these leads directly to agents.

Define Best Match Lead Routing Settings

When using the best match lead routing option, you can customize which leads will go to specific agents.

From the lead routing dashboard, first make sure the best match option is selected.  Then, under the Actions column, click Edit for the desired agent.

Now you can add specific parameter settings for the leads this agent will receive:

Route Leads
Select or deselect the Route Leads checkbox to turn lead routing on or off for this agent.

Lead Sources Serviced by Agent
Choose which lead sources this particular agent should receive. If you check or uncheck all of the lead sources, the agent will receive leads from any lead source. 

Zip Codes Serviced by Agent
If an agent only works in certain areas, you can limit the leads they receive by zip codes or postal codes. Simply enter a zip code or postal code, then hit enter (you can repeat this process for multiple zip codes).

Note: For Canadian postal codes, enter only the first three characters.

Price Range
If an agent only works a certain price range, you can enter that here. This will stop them receiving leads outside of this range. You can enter a minimum, a maximum, or both to establish a desired price range.

Note: The more parameters you add to an agent’s lead routing, the less leads they will get in total. Adding a parameter to one agent does not exclude other agents from receiving leads with that parameter.

Additional Tips

Last Lead Assigned
For best match routing, a lead will go to the eligible agent who has gone the longest amount of time since receiving their last lead.

Rotation Status
On your Lead Routing dashboard, there is a column titled Rotation Status. Here are the different statuses you may see and what each of them indicate:

StatusDefinition
INAgent is receiving leads
OUTAgent is not receiving leads
OUT - VACATIONAgent is not receiving leads because vacation is on
OUT - SUSPENDEDAgent didn't log in for 24 hours after getting a new lead
OUT - DISABLEDAgent is disabled due to being suspended for a 5th time
OUT - DISABLEDAgent is disabled because the broker blocked access to the CRM