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.