What are my options with lead distribution?

There are a number of different options for setting up lead distribution rules. You can set it up based on the following choices.

  • Lead Source
  • Time of day or days of the week
  • Price points
  • Locations
  • Round robin - rotate lead through a group of agents
  • Pond Distribution - send a lead to a pond

You also have the ability to:

  • Send an auto text
  • Auto-assign a campaign
  • Add tags
  • Add a loan officer
  • Add an ISA

To learn how to create a lead distribution rule, follow along with this article


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