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Created by Brokerkit Product Management
Created on Mar 16, 0020

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

  • Attach files
  • +5
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