Features by Section: Admin: Lead Router 

Lead Routing

[Note: OfficeAutopilot only]

Lead routing allows you to automatically assign contacts to specific users according to rules you set up. 

There are two types of lead routers here: Round Robin and Weighted Random.

Round Robin

A Round Robin lead router will simply distribute leads one by one to each of the users that are in the router you set up. Everyone will end up with the same number of leads over time.

Weighted Random

A Weighted Random router works a little differently. If you want to assign one user a greater percentage of leads than others, weighted random allows you to set percentages by user. Of course, you’ll have to make sure the total is 100.

The way this works is like picking names out of a hat to determine who gets the lead, but the number of slips of paper each rep has in the hat is determined by the percentages you set. Each new lead that comes in is randomly assigned to a user in the router, but with the ‘probability’ set according to the percentages you set up. So if you have two sales reps in a weighted random router, one with 70% and the other with 30%, then each new lead that comes in will randomly go to a user, but the rep with 70% will have a much greater ‘chance’ of getting the lead.

What may happen here is that in the very short term, it may seem like one user or another is getting more than their share of leads, but over time, it’ll work out to the percentages you set. Just like flipping a coin: you may get six tails in a row.. but if you flip it a hundred times, it’s going to come out pretty close to 50/50 heads vs. tails.

Either router you choose, just name it and add users to it. Once it’s created, you’ll be able to send contacts to the router via Marketing Trackers, SmartForms, or in Active Response Rules.

Go to top