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  3. Lead Management
  4. Lead Distribution

Lead Distribution

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Manages lead flow and assignment.

  • Assigning Leads to Custom Roles
  • Assignment Group
  • Duplicate Leads + Merging Duplicates
  • In-Depth: Round Robin & Next Up
  • Lead Routing FAQs
  • Lead Routing Logs
  • Lead Routing Notifications
  • Lead Routing: How to set up lead routing rules
  • Lender Lead Routing Rules
  • Personal, Office/Team, and Company Lead Routing
  • Re-Run Lead Routing
  • Reassignment Groups

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