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Automatic Lead Distribution Options

When you get a lead from one of LionDesk's partners (Trulia, Realtor.com, Zillow, etc), you are able to distribute leads in two different ways.

1) Individual Distribution: By selecting this method, the lead will be sent to you immediately. Any auto-pilot campaigns selected in the settings area will be automatically engaged.

2) Team Roll out: TO BE ABLE TO SELECT TEAM ROLL OUT YOU NEED TO HAVE A TEAM OR CREATE ON FIRST. Read more about creating your teams by reading the articles Create a New Team and Add Members to the Team. By selecting the roll out method, you are manually choosing who (either yourself and/or a team members) are given the option to claim the lead. Agencies who use this model may know that some sales people are better than others and want to give the top performers the first chance at contacting that client.

 

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