Manually Assign Leads in the IDX Lead Management Screen
Manually assign an agent to any lead. This lead assignment takes priority over other forms of lead assignment such as auto-assign on for visitors that land on the bio page, lead routing, and client self-selection during signup.
Control how leads are distributed by manually controlling agent assignment when the lead submits a form.
Benefits
- Maximum control over lead assignment
Screenshots
Related Features
- - Round Robin Lead Routing -
Round-robin and price-based lead routing are two new features available in mu...
- - Manually assign agents to leads in lead management -
Manually assign an agent to any lead. This lead assignment takes priority ove...
