Lead Routing
· who gets the next lead
Cadences
Home
Decide how incoming leads get assigned to your agents — evenly, by territory, by price, or first-to-claim — then test it. Routing also kicks off the new lead's follow-up cadence automatically.
Routing method
Round-robin
Even rotation across active agents
Load-balanced
To whoever has the fewest open leads
Rule-based
By source, area, or price
First to claim
Shared pond, fastest agent wins
Rules
· evaluated top-down, first match wins
Add rule
Agents in rotation
Test a lead
Zillow
Website
Open house
Referral
Realtor.com
Dallas
Plano
Frisco
Arlington
Under $300k
$300k–$600k
$600k–$1M
$1M+
Route it