Team Distribution Settings

Team Distribution Settings

Your main company site has it's own lead distribution settings that affect the sub sites if they don't have their own lead distribution settings set up already. To create your own team distribution settings on your team site that will override the company settings just follow these steps shown here.

Access Team Site Distribution Settings

First login to the backend of your team sub site. Once you're logged in select Website and then Website Settings as one of the Admin options.



Now that you're in the Website Settings select the Distribution Tab and fill out the settings you prefer. Each of your agents have agent IDs that you will use in the agent assignment pool area. To find an agent's ID just click on their agent profile in the Team Center and the number at the end of the URL displayed there is your agent's ID. 

For example the URL should look similar to this: http://bradbret.dannisonhenry.com/admin/teamcenter/agent/67/

Meaning this agent's ID will be 67.

Once you have your settings filled out save your changes and any leads that come through your team site will automatically be distributed between these agents.




Distribution Settings Overview


Agent Lead Distribution


An important aspect of lead management, is distribution of leads to agents.  Leads can be automatically distributed in your IRE System to agents based on a lead distribution pool and some logic for the lead distribution.


Currently, there are two options for lead distribution:


  • Round-Robin Assignment - Sends to agents Round-Robin within a pool

  • Blast Assignment (Acceptance must be enabled) - Send notification to multiple agents at once, and the first to accept the lead, gets it.


Lead Acceptance

Leads can be offered to agents and automatically assigned to them (available on Round-Robin) or offered with a required step of accepting the lead (available on either Round-Robin or Blast).

Time-Out Settings

With lead acceptance enabled, there is a concern for leads not being accepted or acted upon within a reasonable period of time.  For this reason, there is also a Time-Out setting that allows the admin to configure a period (in minutes - ie. 10 minute time-out) in which the lead must be accepted, otherwise the lead will be presented to the next person in line, or automatically assigned to a default agent or user.

Lender Lead Distribution

Lender partners can also receive leads in an automated assignment rule.  The same options available in Agent lead distribution apply to Lender lead distribution, and are setup in the same tab within the system.

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