Manual Add Leads To Lead Matching 6-22-17
We’ve added a new option to the “Add a Lead” import menu!
Instead of “Round Robin” you can now “Send to Lead Matching”
This will enable you to add a lead, and send it to the engine where rules based on “Source” will apply!
If no rules are present the lead will be routed based on your default lead distribution settings.
#Pro-Tips!
If you want all leads from a particular source or event to go to your ISA or an admin staff you can create a source based rule for that source, and any agent who adds a lead manually can have that lead routed to that ISA/Admin staff.