Lead Routing

Lead Routing allows teams and brokerages to automate how leads are assigned to agents based on sources, rules, and agent pools. Below are step-by-step instructions to set up Lead Routing.

Steps to Set Up Lead Routing

1. Access Lead Routing

• Navigate to the People Center.

• In the upper-right corner, select Lead Routing.

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2. Add a Route

• Click on Add Route in the top-right corner.

• A Route determines where leads come from and how they are distributed.

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3. Connect a Source

• Click Connect Source to define your lead source.

• Available Sources:

  • Zillow

  • Realtor.com

  • Luxury Presence

  • Union Street Media

  • Placester

  • Other sources (website, etc)

  • Email

You will need to copy the Lead Channel ID for some sources, like Custom API integration (see Lead Capture Integration for details).

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4. Set Up Agent Pools

Pools allow you to group agents and determine how leads are distributed:

• Round Robin: Leads are evenly assigned to agents in the pool one at a time.

• First to Claim: Leads are made available to all agents in the pool, and the first agent to claim gets the lead.

Steps:

• Click Add Pool.

• Name the Pool (e.g., "Website Leads").

• Select the distribution type (Round Robin or First to Claim).

• Search for and add agents or teams to the pool.

• Click Done to save.

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5. Assign Leads to a Pool & Set Conditions & Rules

• Once the Pool is created, assign the connected Source (e.g., Zillow) to the Agent Pool in Routes.

• Define conditions for lead assignment, such as price, zip code, or city.

• Use Rules to automate the pool, flows and filters for the leads.

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6. Review Lead Routing Flows

• Check all configurations under Routes and Pools tabs to ensure sources, rules, and agents are correctly set.

Leads will appear in the People Center with relevant tags and information. Be sure to monitor lead distribution using the People Center.