From your dashboard, click on “Lead Routes” and then “Routes” on the left side of the screen.
Click on the actions menu at the top right and press “Add a Route”.
Select the ownership for this route (Brokerage/Office/Account). This cannot be changed after save.
- Brokerage: The brokerage ownership level allows for all accounts from within the brokerage to be used for lead routing and all brokerage/office-level account pools.
- Office: The office ownership level allows for all accounts in the office to be used for lead routing and only office-level account pools.
- Account: The account ownership level allows for the lead to be routed only to the owner of this account route.
You can then name the route, choose which timezone it is being processed in, and add a description. Selecting the checkbox in the route marks all contacts created through it as company leads. This will display a nonremovable banner on all contacts that come in through this lead route, designating them as company leads. If selected, another checkmark will appear with the option to lock the lead source, preventing users from changing it.
You can also add a lead entry point, which is an email address to which the leads are sent. Please note that these entry points are unique across your TotalBrokerage and cannot be the same as other Routes.
Press Save at the bottom of the page to create this route. After it is created, you can configure it in the editor tab.