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Lead Routing Adjustment

William Kabrall avatar
Written by William Kabrall
Updated over 7 months ago

If you want your team members added/removed from getting notified when a leads come in, you can customize it by doing the following steps.

To set-up the users in your Round Robin, pease do the following steps:

  • Log-in to your CRM

  • Go to 'Automations' (seen on the lefthand side of your screen)

  • Click on the 'Lead Flow' Folder

  • Click on the 'Buyer- Agent Assignment 0 (Round Robin)'

  • Click on the section that says 'Round Robin Asignees'

  • A field on the right side of your screen will pop up, under the 'Users' field, you can simply remove and add team members you wish to receive leads.

  • Click on 'Save Action'

You can check this video to see these steps in the CRM.

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