ADMIN: Lead Routing in ClientBAY

As Admin, you can control how both Direct to User AND General Leads flow into your system.

Direct To User Leads

Direct To User Leads are leads that come from an agent's own site OR from their listing on the brokerage website.

An example of a Direct to User lead is a person visiting one of your agent websites and submitting a lead on there OR visiting the brokerage website and filling out the lead form on one of your agent's own listings.

When setting up Direct to User Leads we recommend that you allow direct to user leads and leaving them on auto accept for the Direct To User Period to allow those leads to automatically flow into an agents CRM without them having to accept it from the lead notification email or text. 

In the above scenario, when a lead comes in off of the agents website OR their listing on the brokerage site, the lead would automatically flow into their CRM without the agent having to accept it. They also will not be charged a fee for that lead since it is coming in off of their own site/own listing. 

General Leads

General Leads are all other brokerage leads.

An example of a General Lead is a person visiting your website and filling out a lead form asking someone to contact them OR if they are looking at a property that is listed by someone outside of your brokerage and wanting to to know more information. 

When setting up General Leads you can choose if you want this to route in multiple offices or just one, if there is a referral fee, set a time acceptance period and whether you want the system to offer the lead to one agent at a time or multiple agents at a time.  You can even add a Lead Group to a Lead Source which would only allow those agents in that Lead Group to receive these brokerage leads.  To read more about how each of those fields in the lead source work, click here.

How you set this up could vary depending on the lead source. Take a look at our below example. 

With this general lead example, whenever a brokerage lead comes in off of this Lead Source, it would offer it to one agent at a time (Lead Race Agent Count) and give each agent who gets offered this lead a 15 minute period to accept the lead before it goes to the next agent(s) on the distribution list. 

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