“My Listing My Lead”-Based Routing
The large majority of real estate firms agree that the listing agent should have “first dibs” on leads that come in on his/her listings. At the same time, listing agents are often too busy to respond to leads, and owners want to make sure that all leads are handled promptly. Enter “my listing my lead” routing with waterfalls. Admins (or listing agents themselves) can set up waterfalls, giving the listing agent a certain amount of time to respond to a lead, followed by two additional groups.
Real-world example: A listing agent (if available in the app) has 3 minutes to respond to a lead. After that, Connect Now notifies trusted team members about the lead (for 3 minutes) followed by a “whole office” team. If the lead is claimed at any point, additional recipients will not be notified about the lead.
“My Listing My Lead” lead routing setup screen.
Comments
0 comments
Please sign in to leave a comment.