Lead Routing

Set up Lead Routing rules to ensure leads are distributed to your agents based on your business rules.

                                                            AAAAAA (2) WALK ME THROUGH IT

 

 

All automations of your account can be found/changed in Settings.

 

Step 1: In your Brivity CRM, find Settings and click on the tab for Lead Routing

 

Settings_Lead_Routing

 

Step 2: Click on the Default rule to open its settings. 

 

Default

 

Step 3: For a simple round-robin setting, simply add users to this default rule.

When users are added to the Default rule, the account owner can be deleted from the rule. 

Add user-1

 

 

Step 4: For more defining rules, click [+] Create Rule and name the rule.

 

create

 

Step 5: Click on the name of the rule to see options for adding criteria and users.

 

click name

 

Step 6: Click Add Criteria, select and add your criteria one at a time.

 

For example, if you want to set multiple criteria like postal codes, add one then close the modal and add the next after. 

You can distribute leads based on these options: 

*County option only works with your Brivity website. Most sources don't send County.
**Tag is a Brivity Platform only feature.

 

Lead_Routing

 

Step 7: Click Add Users one at a time. 

 

add users

 

You can set certain users to get more leads per round than the others.

 

Leads Rounds