Set up Lead Routing rules to be sure your leads are being distributed to your agents based on your business rules.
All automations of your account can be found/changed in Settings.
Step 1: Find Settings and click on the tab for Lead Routing.
Step 2: Click on the Default rule to open it's settings.
Step 3: For a simple round-robin setting, just add users to this default rule.
When users are added to the Default rule, the account owner can be deleted from the rule.
Step 4: For more defining rules, click [+] Create Rule and name the rule.
Step 5: Click on the name of the rule to see options for adding criteria and users.
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 and option only works with your Brivity IDX website. Most sources don't send County.
**Tag is a Brivity Platform only feature.
Step 7: Click Add Users one at a time.
You can set certain users to get more leads per round than the others.