Lead Assignment

Start here to understand the methods, rules and options for assigning leads.

Unassigned leads are leads that have not been assigned by any of the Lead Assignment Policies.These leads will be displayed...

There are two methods to help with forcing lead assignment to a specific user in your team: Website Assignment, or...

The Territory Assignment method matches leads to Agents by comparing the city and average price of any viewed properties with...

The Round Robin Assignment method automatically assigns leads to the next Agent in the rotation. This ensures that all Agents...

The concept of Roles allows multiple Users to work jointly with the same lead.

The case study will consider how a team can ensure that leads are being assigned correctly. First, make yourself familiar...

This video shows how leads are assigned using the Standard Assignment Policies that apply everywhere and additional Lead Assignment Methods.

This video shows how the Agent Territory Assignment method can be set up to assign leads based on an Agent's sales territory.

This video shows how the Round Robin method can be set up to distribute unassigned leads to Agents in the round robin rotation.