Lead Routing is important as an Admin as it allows you to specify how leads are distributed to different entities from any Source. Lead Routing can better organize lead distribution and make life easier for Agents and Admins alike.

To learn more about Contact Sources click here.

Lead Routing can be accessed from the user menu at the top right of your Dashboard. Click the drop-down menu from the top right of the dashboard, then select 'Lead Routing.'

Generally speaking, you create advertisements or connect lead sources to an entity (like an Office.) Once the lead is created from that connection, it is delivered first to that entity. The rules for that entity will then dictate how to route the contact to an agent or Admin.

From the Lead Routing page, first, select the scope that you are working in from the top left. All of your Companies, Offices, and Teams will be listed if they are set up, and if you have the correct access level.

If you set up the Lead Routing rules for a specific entity, but you are actually sending all of the advertising to a different one, your rules won't really be working that well! This is why it's important to double-check your scope.

The first thing you will notice is that there's a default rule in place already. Regardless of which scope you select, the default rule exists for leads that come in that do not match any rule you set. This way the lead will be sent to someone instead of sitting unassigned.

The default rule will distribute leads round-robin through all active Agents. This prevents leads who do not hit a specific rule from being lost.

As Lead Routing rules are added, they appear in the list above the default rule.

The rules are in the order they will be ran by the system. As soon as the lead that the system is trying to distribute matches a rule, it sends the lead into that Lead Routing rule.
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Therefore, you should arrange your rules so that the most specific criteria are towards the top of the list, and the more generalized criteria are further down the list, because more leads will match less specific criteria.
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You can change the order of the rules by looking to the right of each one in the list for the arrow controls to move them up or down.

Click on the 'New Rule' button at the top right

Begin by entering a rule name. An appropriate name will help you identify it later in the list.

Then, check below where you will find your Recipients. This box will contain the list of Agents that this rule will distribute leads to. You may also select 'Pond' and choose a specific Pond to distribute the leads.

Click into the drop-down list and start adding the Agents you want to send leads to in the order you want them to be distributed.

The All Agents toggle adds all Agents in an entity to the list of recipients in a rule. It will also include any agents who are added to the entity, even after the rule is created.

Alternatively, you can click 'Add All From Office/Team.'

This will simply add all entity members to the list so you don't have to add them one at a time. If you click this option while there are already recipients selected, you will have to agree to wipe out the existing list before they can be added.

To revert to individual agent selection, click the 'REMOVE ALL FROM ENTITY' button to switch to the individual selection method.

Additionally, you can choose a Lender these leads will be routed to.

If you want to change the order in which leads are distributed, you can use the priority buttons to do so as shown above.

Alternatively, you can use weight instead. Toggle on 'Set Weights' to use weighting mode.

This will allow you to specify by percentage roughly how many leads that match this rule will be distributed to each person in the list. Technically, it works by random number assignment. When a new lead comes in, the system rolls the dice. The agent whose number is picked gets the lead.

It's required that the percentages add up to 100% when configuring rules by weight.

Moving away from your completed Recipients List, you will find your 'Lead Criteria' in the far-right section.

Specifying criteria is optional. Should you leave the different criteria options blank, you would be creating your own version of the "Default" rule. 

When configuring your lead criteria you can set the following:

Seller Leads

People who visit the 'Sell' page may end up not inputting their personal contact information after entering an address. If this is the case, then the lead may exist without any contact information apart from an address. These leads are not routed, they stay with an administrator until contact information is obtained. As an Admin, even if you are out of rotation, you may end up with address-only leads that sign up on the Office/Team website. Agent sites always send their address-only leads to the agent.

Lead Sources
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When you are dealing with a newer account that you may be setting up for the first time, your 'Source' drop-down may be sparsely populated. This is because the options that appear in that menu are not available until you have a lead in your system that has that source. The options in the menu are based on the data that's actually in your account. This is because, with some of the tools you may use to generate leads (such as Squeeze Pages or Zapier), you can specify your own custom sources. Of course, you may want to route those sources to specific entities. If you are trying to accomplish some basic routing from day one, you may need to create some test leads or use the search criteria to control your lead flow until you can see the sources that are coming through. Then, you can modify your lead routing appropriately to accommodate your custom lead sources.

If you click the 'Additional Buyer Criteria' button you will have access to add the following criteria:

The Property Type, Area, and Price are all dependent on what BoldTrail can see when a new lead is acquired or registers. There are some cases in which the system may not be able to see this information, such as if a new lead is sent to your lead dropbox and it does not contain that information, there would be no way to really apply routing rules to them.  

When you are finished setting up your desired criteria, click 'Save Criteria.'

Set your configuration type here by clicking on one of the options.

You can set how new leads are delivered to the recipient's list. You may select more than one option to give everyone more than one method to accept new leads. Agents who want to accept New Leads via the BoldTrail mobile app can do so and disable texts on their end. No need to modify any routing rules.

To learn more about enabling push notifications on the mobile app, click here.

Lead acceptance can be set on or off by selecting the box shown below.

With this setting, you are requiring the Agent to confirm they want the lead and to prove they are available for immediate follow-up when a New Lead is given to them.
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If a lead is set to be delivered via text or email, then there is a special link that they must click on in order to accept the lead if acceptance is on. Otherwise, they receive a simple message that they have a New Lead.
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If a lead is set to be delivered via phone, then the BoldTrail smart number will call them. If acceptance is on:

If a lead is set to be delivered via phone and acceptance is off, they will immediately be prompted to connect:

If an agent chooses to accept New Leads via the BoldTrail mobile app, they will receive app notifications instead of texts.

The timeout option acts as your backup plan if no lead is accepted within the specified timeframe. This setting will assign the lead to the specified agent without requiring that they 'accept' it.

When setting the 'Timeout' minutes, keep in mind that for each person in the recipients list, you'll want to multiply by the number of minutes you're allowing them to accept the lead. For example, if there are 5 agents in the recipients' list, and you allow them 3 minutes each, your timeout would need to be at least 15 minutes to allow all 5 agents an equal opportunity to accept the New Lead before the timeout rule kicks in.

Click the 'Add Rule' button at the bottom left of the dialog. Your new rule will appear in the list of routing rules for the scope you selected (Office, Team, Agent.)

When a lead registers on the Company website and meets the criteria for a particular rule, all Agents assigned to that rule will receive a phone call automatically from BoldTrail :

Upon answering the call, Agents will be prompted to Accept the lead by pressing '1'. This will automatically assign the lead to the Agent.

After pressing '1' to accept the lead, Agents will then be prompted to be connected with the lead directly by pressing '1' again. The call will be transferred to begin a conversation with the lead.

However, if the Agent is not able to connect with the lead immediately, they can press '2' to add a Follow Up Call task to the lead's Timeline to connect with the lead at a later date.

When an Agent receives a new lead, the system will display a push notification they can tap on.

In the event that a lead requires acceptance, when they open the notification, Agents can choose to view the lead or decline. If the lead does not require acceptance, they will be taken directly to the contact record if they click on the pop-up.

If the Agent rejects the lead, they will see the following message.

If they accept the lead they will then have access to the contact record.

In the event that there is a time limit set on a particular rule and the Agent does not accept the lead in time, they will see the following message.

If the Text Message option is selected in the Lead Routing rules, Agents will receive the following text once a lead registers and lands on the rule:

Clicking the link in the text message will open a new page in your phone's default browser, with a prompt to Accept or Decline the lead. (Note that you may need to pinch and move the window in order to view the Decline option, depending on the width of your device.)

The lead will automatically be assigned to the first Agent that accepts, and they will be able to log into BoldTrail within their mobile browser to view the lead:

If another Agent has already accepted the lead, the page will display the following message:

If Email has been selected as a lead acceptance option, each Agent assigned to the rule will receive the following email once a lead registers on the website:

If the Agent clicks on the green button, they will be taken to a separate page where they will be able to accept or decline the lead:

After accepting the lead, the Agent will then be able to view the lead in their BoldTrail account by following the link:

However, if another Agent has already accepted the lead, the page will display the following message:

There are many different Office configurations out there with different ways of handling the "my listing, my lead" discussion that is an interesting consideration for many. On one hand, very responsive listing Agents will take care of their potential Buyer leads. It's possible that listing Agents may be so busy that leads which are sent to them are not able to be handled immediately. That being said, a very carefully designed Smart Campaign and Behavioral Triggers in BoldTrail can alleviate some of that concern, provided the Agent accountability rules are being met that you set within Business Analytics.
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Bypass OFF = Assign leads who view listing Agents' listings to listing Agents.
Bypass ON = Ignores listing Agents and defer to specified Lead Routing rules for all leads regardless of which listings they view.

It's important to keep in mind that 'Bypass Listing Agent' on a Company, Office, or Team website will only determine contact assignment - not contact ownership.
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Listing Agent Timeout

Should you choose to, you can also require that listing Agents' who would normally have leads routed directly to them be required to accept their leads within a certain timeframe before they can receive them. When the lead is not accepted within the timeout, the lead goes through lead routing again, but the listing agent rule is ignored.

Available Timeout Increments:

This setting can only be activated by Company Admins. If you're a Company Admin and would like to discuss the Listing Agent timeout please reach out to Support for assistance!

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!