How do I set up routing rules?

It's really easy to set up routing rules to distribute leads to your team members. Note that managing and setting up these rules is only available to team leads.

 

To route email leads:

  1. In the Premier Agent Inbox select "Routing Rules" from the Team menu options
  2. Click "Create New Rule" to start a new rule
  3. In Step 1, select which lead attributes you want to use to route (you can use price, location and/or type)
  4. In Step 2, select which team members you want to receive these leads (you can select a single agent or route to multiple agents by percentage or round-robin)
  5. Click “Save”
  6. Repeat #2 - #5 until you have all the rules you need

Your new rules will appear in your email rule list.  From here you can choose to reorder, edit, pause or delete any rule.   Email rules run in order from top to bottom and the first rule to match will be used to assign the lead.  If a lead does not match any rules, it will be assigned to the team leader.

To route phone leads:

  1. In the Premier Agent Inbox select "Routing Rules" from the Team menu options
  2. Click "Setup phone broadcast"
  3. Select which team members you want to be called
  4. Click “Create Broadcast”

Once you have created a phone broadcast rule, when a consumer attempts to reach you by phone we will call all of the team members on the rule simultaneously.  The first person to accept the call will be connected to the consumer.  If no one accepts the call, it will be routed to the team leader.   The broadcast rule can easily be edited, paused or deleted.


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