Lead routing ensures that the right lead reaches the right agent at the right time. To do this effectively, our system evaluates multiple factors when determining where a lead should be routed. Below are the key considerations:
1. Lead Tags
Tags provide context about the lead, such as property type, source, or customer interest. By matching lead tags with agent tags, the system can direct leads to agents who are best equipped to handle their specific needs. For example, a lead tagged as “Luxury” may be prioritized for agents specializing in high-end properties.
2. Geolocation
Leads are often tied to a specific location. The platform uses the lead’s location (such as city, postal code, or coordinates) and matches it with agents who cover or specialize in that area. This helps ensure that leads are connected with agents who are most familiar with the local market.
3. Availability & Schedule
Responsiveness is critical, so the system checks whether an agent is both available and within their working schedule before routing a lead.
- Admin Control
Both availability and schedule are managed by a company admin on the Users page. - Agent Control (Optional)
If allowed by the admin, agents can manage their own settings:- Availability: Toggled from the sidebar. Agents marked unavailable will not be offered leads.
- Schedule: Agents may define working hours or shifts ahead of time. Unscheduled agents will only be offered leads if there arent any other qualified agents.
- Permissions
Admins can enable or disable agent self-management from Settings.
This setup ensures that leads are only delivered to agents when they are actually ready and within their defined working hours.
4. Last Lead Offer Time (Tie-Breaker)
When multiple agents qualify for a lead based on the above factors, the system uses last lead offer time as the tie-breaker. The agent who has waited the longest since their last lead offer will be prioritized. This helps maintain fairness and balanced lead distribution across the team.