Automatically route leads to the right agent based on sophisticated assignment rules you define. Create territories by ZIP code, city, county, or custom geographic boundaries, then assign specific agents to each area.
The system supports multiple distribution methods: round-robin rotation ensures fair lead distribution among team members, weighted assignments give top performers more opportunities, and skillset-based routing matches leads to agents with specific expertise (luxury homes, first-time buyers, commercial properties).
Key Features:
- Geographic territory management (ZIP, city, county)
- Multiple distribution methods (round-robin, weighted, skill-based)
- Agent availability calendars and schedules
- Smart load balancing and capacity management
- Priority routing for hot leads
- Overflow and backup agent rules
- Real-time assignment notifications
- Comprehensive assignment audit logs
- Territory performance analytics
- Visual territory mapping