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Getting Started Guide
Email Support
Round-Robin and Other Contact Routing Options
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Last Updated
12th of July, 2011
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Contact Routing options are available in Office (Multi-User) accounts under Lead Management -> Contact Routing.

Round Robin Contact Routing
Once you have selected a limited group of Agents, or all Agents, choose Round Robin contact routing. This will route leads to your Agents either by alphabetical ascending or descending order, custom order, or simply at random. Leads are routed when a form loads in a browser, not upon form submission. Therefore, you may find that some Agents may appear to have been skipped by the Round Robin assignment. Please contact support if you have any questions about this.

Please note that in order for your group to receive Round Robin leads, you will need to move your Agents from the left column to the right column.



Core Fields Contact Routing
Select Core Fields in order to route leads by geography and/or by price:


Set a Carbon Copy Address for Lead Notifications
To CC a primary email address for every lead that is routed via round-robin or core fields, you may do so by entering an email address in the CC box. Use this option to set a carbon copy address for ALL lead notification emails that are sent out from your account. This option is very useful if the office Director or Manager would like to know when the system generates a new lead to any Agent.



Agent Dropdown Menu Options
  • Show Agent Dropdown Menus: If you select yes, the system will display an agent dropdown menu on your contact pages. If the visitor is a lead that has already been assigned an Agent (and the lead hasn't deleted their browser cookies), that lead's agent will be pre-selected. If the visitor is not yet a lead, the Agent selected in the dropdown list will receive the contact information. Note that if you choose to enable the Agent Dropdown Menus, visitors will have the option to OVERRIDE your lead capture, or current lead assignment settings.
  • Force User to Select an Agent: By default, visitors have the option to NOT select an Agent. If a visitor selects this option, then the lead will be set to "unassigned." Clicking this option to Yes will eliminate that blank option in the agent dropdown menu, ensuring that leads will always be assigned via IDX Lead Routing.


Agent Contact Link Options
Agent Contact Link options give you control over how leads will contact your agents via your roster and bio pages.
  • Agent Contact Link Behavior: This gives you the option of bypassing the IDX Broker Lead Management system for email links. Note that if you set this to use direct email, any direct contact with those Agents via the contact link in the email WILL NOT be recorded in IDX Broker Lead Management.
  • Agent Contact Link Text: Specify whether you want to display generic "Contact this agent" text on the Agent's Bio page, or prefer to show the Agent's email address.


See the video demonstration below for more about lead routing:
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