Lead Assignment Policies
This support article will explain the General Lead Assignment Policies that determine how leads are assigned. When a new lead...
Lead Assignment
Distribution and assignment of leads.
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Forcing Lead Assignment to a User
There are two methods to help with forcing lead assignment to a specific user in your team: Website Assignment, or... -
How to Assign Leads using Round Robin
When a new lead registers in a Multi-User Buying Buddy account, there are three consecutive levels of options that can... -
Lead Assignment – Case Study
The case study will consider how a small team can ensure that leads are being assigned correctly. Ensure ‘my’ advertising... -
User Roles
The concept of Roles allows multiple Users to work jointly with the same lead. -
How to use Agent Territory Assignment
This support article will explain how the Territory Assignment method can be created to automate the distribution of leads. When...