Occasionally, Admins will need to reassign leads from one Agent to another for a variety of reasons. The original Agent may have left the brokerage or perhaps the lead would simply work better with a different personality. Whatever the reason, BoldTrail provides Admins with an impartial way to re-run a lead through an existing Lead Routing Rule to reassign the lead to someone else.
TIP: Individual Agents also have the ability to re-run leads through routing rules so as an Admin you can also have the Agent to re-run the lead themselves if they no longer wish to work with them.
For more information on manually transferring leads, click here.
Re-running a Lead Through Distribution
Before you re-run a lead through distribution you will probably want to check the existing Lead Routing Rules to confirm which rule applies to this lead so it is distributed to the correct Agent.
For more information on setting up Lead Routing Rules, click here.
If you are only using BoldTrail's default Lead Routing Rule, that will be the only option to choose from when re-running a lead through distribution.
Please Note: If your BoldTrail has Lead Duplication enabled, you may only re-run Company Owned leads as an Admin. Agents, however, are able to re-run Company Owned and their personal leads if they wish to do so.
1. Log into your BoldTrail account.
2. Navigate to the Smart CRM tab to the left.
3. Search for the desired leads and click on their name.
4. Click on the "More Actions" drop-down to the right.
5. Click on 'Re-run Lead Through Distribution'.
6. Select the Lead Routing Rule that you would like to run the leads through.
TIP: It does not have to be re-run through the same rule as it did initially, but that is most likely the best rule to choose as it already matches that particular lead.
Leads do not have to have come from a Lead Routing Rule, but if they did the Current Rule will appear at the top of the box that appears.
7. Click on the green "Choose Rule" button.
The current Agent will not be eligible for the lead to be reassigned to and a note will appear in the lead's record stating that it was re-run through distribution as well as who it was reassigned to.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!