Lead routing

Assign new leads to agents or teams by rule.

Route: /dashboard/platform/routing.

A LeadRoutingRule has name, status (active or paused), priority, and filters on intent, source, city, state, and postalCode. It assigns an assignedAgent or assignedTeam. One rule can be marked isFallback.

Order

  1. The first matching active rule by priority.
  2. The listing agent.
  3. The fallback rule.

The agent must still hold an active membership; otherwise the lead stays unassigned. Create, edit, pause, activate, and delete from the routing page.

Leads and showings

Capture, route, and follow up on leads; schedule and complete showings.

Deals and pipeline

Deal stages, offers, checklists, and closing records.

On this page

Order