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Add/Edit Lead Route

The Lead Route Editor allows you to create or modify lead routing rules for a selected site.

View Lead Routes Page and click the Admin dropdown menu (represented by a gear icon) next to a lead route, then select Edit or click the Create Lead Route button to add a new lead route

Lead Type​

  • Description: Determines the type of lead this rule will apply to.
  • Options:
    • All Leads: The rule applies to all incoming leads.
    • Contact Form: The rule applies specifically to leads from contact forms.
    • Listing Request: The rule applies specifically to leads requesting information about a property.
    • Saved Search: The rule applies specifically to leads from saved search alerts.
    • Listing View: The rule applies to leads generated from viewing a listing.

Routing Type​

  • Description: Defines how the lead will be assigned. This is a required field.
  • Options:
    • Default: Assigns the lead to the default user for the site.
    • User: Assigns the lead to a specific user.
    • Email: Sends the lead to one or more email addresses.
    • Round Robin: Distributes leads evenly among a list of users.

Select User​

  • Description: This field is visible when Routing Type is set to "User". It allows you to search for and select a specific user to assign the lead to.
  • Note: The list of available users includes all site administrators.

Send To Email Addresses​

  • Description: This field is visible when Routing Type is set to "Email". Enter one or more email addresses to which the lead will be sent.
  • Note: Multiple email addresses can be added, separated by commas.

Select User(s)​

  • Description: This field is visible when Routing Type is set to "Round Robin". Select the users who will be part of the round-robin distribution.
  • Note: The list includes all site administrators. Leads will be assigned to these users in a rotating sequence.

Conditions​

  • Description: Filters which leads are affected by this rule. You can specify one or more conditions to match lead data. If a lead meets at least one condition, the rule is applied.
  • Format: Enter one condition per line. Each condition must follow the format field=value. Multiple values for a single field can be separated by commas, e.g., Property Agent Name=First Last. The following field names are supported:

Supported Conditional Fields​

Property Fields​

  • Property Type
  • Property City
  • Property State
  • Property Postal Code
  • Property County
  • Property Agent Name
  • Property Office Name
  • Property Frontage
  • Property View