Lead capture and distribution
How a lead gets from a campaign to the right agent.
- Meta lead-form captureFacebook and Instagram lead forms arrive in the ERP automatically, with the campaign recorded.
- Automatic distributionRound-robin pools with a persistent cursor, a working-hours window and a timer that re-assigns a lead the agent has not acted on.
- Public lead poolLeads nobody has claimed sit in a shared pool that any agent can pick from.
- Duplicate handlingA repeat enquiry is routed to the agent who already owns that buyer.
- Lead transfer and locked agentsManagers move leads between agents; selected agents are excluded from automatic assignment.