What it is
The routing rule decides what happens to a new agency lead the moment it arrives: whether it stays in the shared pool or gets an owner straight away.
There is one rule per agency. It applies to new leads as soon as it is saved; leads that already have an owner are not reassigned.
The section is Agency > Lead routing and is configured by the agency owner.
The five rules
| Rule | What it does |
|---|---|
| Manual | Every new lead goes to the shared pool, where agents claim them |
| Round robin | Leads are handed to agents in turn, evenly |
| By geography | The lead goes to an agent whose settings list that country or city |
| By specialisation | The lead goes to an agent who handles that property type and deal type |
| By score | Hot and warm leads go to an agent immediately, cold ones stay in the pool |
The geography and specialisation rules need the Per-agent settings block filled in: countries, cities, property types and deal types. While they are empty the rule has nothing to match on, and the lead simply reaches nobody.
When an agent goes quiet
The Auto-reassign a lead with no reply (min) field returns the lead to the shared pool when the assignee has not responded within that time. 0 switches the handover off.
Five minutes is the industry benchmark for a first response. After half an hour of waiting, the chance of getting the lead into a conversation at all drops roughly twentyfold. Automatic routing exists precisely so that a lead does not sit in the pool until somebody notices it.
Cold leads
The Cold lead auto-routing block is a separate list of rules. Each rule has a name, the agent it hands leads to, a priority and a daily cap ("Max/day"). Then come the conditions: country and city, districts, currency and budget range, property types, the lead's language and source, a minimum quality score and a minimum buyer confidence, plus an option to take only leads that already have matching inventory.
Rules are checked from the highest priority down; on equal priority the one created earlier goes first. A rule that has hit its daily cap is skipped until the next day, and the lead falls through to the next matching rule.
Related articles
- The agency lead pool - where unassigned leads land.
- Members and roles - who can configure the rule.