Lead routing auto-assignment to users for contacts

As a broker, I want to configure who my leads are routed to so that we can have standardized lead follow up

Jobs To Be Done

Configure for inbound leads which user will be set as the owner.
You can configure a different user for:
- Relitix integration
- file imports
- landing page submissions
- agent referrals

Note you can already assign new recruiting/retention contacts to a user via the API

1 MERGED

A way to auto assign Agents to Users

Merged

No other details.

Guest about 1 year ago in Recruiting module / Relitix Integration 1