New leads from your forms, the API, lead ads and calls can go out by themselves the moment they arrive. Account admins and managers who see every lead set it up: Team, Lead distribution.
How a lead is given out
- The same person again goes to whoever has their earlier request, so a borrower who asks twice talks to the same loan officer.
- Otherwise, the first rule that fits, in your order.
- Within a rule, people take turns: whoever got a lead from that rule longest ago is next.
- No rule fits: the lead stays unassigned, for a manager to give out.
Make a rule
A rule picks leads by lead type, source and state (empty means all), and gives them to:
- everyone who takes turns,
- one team's people in turn, or
- one person.
It can stop at so many a day. After that, the next rule that fits takes them. Drag rules into the order you want.
Each person's turns
On a person's page (Users and teams, then their name):
- whether they take turns at new leads;
- their licensed states: they're skipped for leads in other states;
- their daily limit of new leads.
Someone whose availability is Off (in the menu under their initials) gets no new leads by the rules until they turn it back on.
Each lead given out gets a line on its timeline, like Given to Ana Lopez by the rule "California".
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