====== Settings ======
===== General Settings =====

Here, you can change your contact information, auto responder email, signature, and round robin status. Round robin status should be changed if an agent is going on vacation (set to //Not Available//), or moving to another area and would like the geographic round robin lead assignment method to assign him leads in the new area.
===== Notifications =====

This is just a set of checkboxes representing each event that can generate a notification. If you'd like to be notified by email each time a given event occurs, tick the corresponding checkbox. After you're done ticking and un-ticking checkboxes, click the //Save// button.
===== Lead Assignment =====

A lead comes into the system unassigned. If the lead assignment method is anything but //manual//, the lead is automatically assigned to an agent (exactly how this is done depends on the method in use, details below). Then, the lead is considered //new// until the agent changes it in some way, for example by adding an activity or scheduling a followup. If a lead stays new for a period of time defined in the **Hours Until Idle** field under the **Lead Assignment** subtab of the **Settings** tab, it will automatically be reassigned. Both the agent who lost the lead and the agent who gained the lead will be notified.

{{ :lead_manager:lead_assignment_settings.png |}}

==== Methods of lead assignment ====

The admin can configure this in the **Settings** tab, **Lead Assignment** subtab.

  * //Manual//: admin must choose an agent for unassigned leads manually by choosing someone from the lead's **Agent** drop-down
  * //Round Robin//: for the set of agents {A, B, C}, lead #1 goes to agent A, #2 to b, #3 to C, #4 to A, #5 to B, #6 to C...
  * //Weighted Round Robin//: like round robin, but an agent with a relatively higher weight gets more leads than an agent with a relatively lower weight
  * //Geographic Round Robin//: like round robin, but leads are tagged with a geographic area, and assigned only to agents in that area (set in the agents profile with a field labelled **Round Robin Status**)
  * //Weighted Geographic Round Robin//: a combination of the two above

Agents whose **Round Robin Status** is set to //Not Available// are skipped by the four round robin methods.

==== Round Robins For Different Lead Sources ====

There are three different sources from which leads will get added to the Lead Manager, each of them have a separate Round Robin.
  * Property Search:  Leads that come in from searching for properties on your Real Geeks website.
  * Property Valuation:  Leads that complete a property valuation inquiry using the property valuation tool on your Real Geeks website.
  * Third Party Sources: These leads are sent to the lead manager from lead generation tools outside of Real Geeks. You can manage them at our [[http://leadrouter.realgeeks.com|Lead Router control panel]].

Current third party lead sources:
  * Zillow
  * Trulia
  * Realtor.com
The lead routing process requires different inputs for each source and can be set up within the Lead Manager under Settings > Lead Assignment > Third Party Sources.

===== Miscellaneous =====
==== Additional Sources ====

With //Additional Sources// creating leads manually within the Lead Manager can now better reflect where the lead was received from. Access to the Lead Manager's list of default sources are still available, but now any source can be added. For example: Leads found through social media, open house events, etc.

To manage additional sources in the Lead Manager, simply go to **Miscellaneous** under the **Settings** tab. Here can be found a list of all the Lead Manager's default sources and all, if any created, existing //additional sources// created by Administrators or other users with permissions to add sources.

Adding a source can be accomplished by typing the //name// of the desired source and clicking the **Add** button. If successful the source will appear in the existing list of //additional sources//.
{{ :lead_manager:additional_sources_settings.png |}}

Any //additional source// added to the Lead Manager may be edited by users with permissions. Click the **Edit** button next to the source to change the name. The form to the right of the list will be populated with that source's name. When done editing the source name, click the **Update** button and the changes will be reflected in the sources list.

For searching purposes, only //additional sources// not already in use by existing leads can be deleted. Delete the //additional source// by click the **Delete** button next to it. If an //additional source// has been used by a lead, this button will reflect **In use** and will not be disabled.