lead_assignment
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lead_assignment [2019/04/10 21:09] brittany [Before Getting Started] |
lead_assignment [2020/05/28 20:29] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360040703674-Lead-Assignment | ||
| ====== Lead Assignment ====== | ====== Lead Assignment ====== | ||
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| Lets say we have five counties in our MLS: //Sarasota//, //Pinellas//, //Manatee//, //Hillsborough//, and //Charlotte//. We additionally have 4 agents working under us: //Matthew//, //Mark//, //Sarah//, and //Cletus//. We have a very good working relationship with these fellows, but Cletus is our half-cousin twice removed that lived under power-lines all of his life. He's a great guy, but you can't always rely on him to jump on leads when you give them to him. | Lets say we have five counties in our MLS: //Sarasota//, //Pinellas//, //Manatee//, //Hillsborough//, and //Charlotte//. We additionally have 4 agents working under us: //Matthew//, //Mark//, //Sarah//, and //Cletus//. We have a very good working relationship with these fellows, but Cletus is our half-cousin twice removed that lived under power-lines all of his life. He's a great guy, but you can't always rely on him to jump on leads when you give them to him. | ||
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| - | === Good Use-Case === | ||
| As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area. Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will. | As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area. Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will. | ||
| + | We also want to assign leads from Pinellas county. We can select both regions (Pinellas and Sarasota) for Sarah. She will now be a part of both round robins. | ||
| {{::weightedgrr1.png?700|}} | {{::weightedgrr1.png?700|}} | ||
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| ==== Getting Started ==== | ==== Getting Started ==== | ||
| - | If you would like to use this feature, you'll need to decide how you would like your regions divided. In Hawaii, for instance, we divide our regions based on the county (which are conveniently all separate islands). If you would like to combine regions, you will need to communicate that to us, so we can set it up for you. | + | If you would like to use this feature, you'll need to decide how you would like your regions divided. In Hawaii, for instance, we divide our regions based on the county (which are conveniently all separate islands). |
| The best way is to [[http://www.realgeeks.com/support/|fill out our support form]] with a list of the regions you see and search, and how you'd like them to show up in the backend. | The best way is to [[http://www.realgeeks.com/support/|fill out our support form]] with a list of the regions you see and search, and how you'd like them to show up in the backend. | ||
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| 99% of the time, this is because the Enabled/Disabled field is set to "Disabled". Additionally, if there are no other agents assigned to the region of the lead in question, that lead will have nowhere to go and won't move. | 99% of the time, this is because the Enabled/Disabled field is set to "Disabled". Additionally, if there are no other agents assigned to the region of the lead in question, that lead will have nowhere to go and won't move. | ||
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| + | ---- | ||
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| + | **What happens if a Lead inquires about a region I don’t have set up in my Geographic Round Robin?** | ||
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| + | If a region is not in the Geographic Round Robin, these leads will come through as unassigned. We can prevent this, by creating an Else category. This functions like any other region, it just covers leads from any region that is not already defined in the round robin. | ||
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| Yes, but we wouldn't advise it if it isn't the top-level search field on your search forms. Because you don't necessarily have to select a city or zip code to perform a search -- you'll have many leads that won't get thrown into the round robin. Which is totally okay, you just won't reap the full benefit of automatically assigned leads. | Yes, but we wouldn't advise it if it isn't the top-level search field on your search forms. Because you don't necessarily have to select a city or zip code to perform a search -- you'll have many leads that won't get thrown into the round robin. Which is totally okay, you just won't reap the full benefit of automatically assigned leads. | ||
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| + | ---- | ||
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| + | **Why are my leads being assigned to the wrong region?** | ||
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| + | If a lead inquires about properties in multiple regions, it will always be assigned according to the Else category. This is why we always recommend using the top-level search, as this makes it less likely for leads to inquire about properties in two regions. | ||
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lead_assignment.1554930547.txt.gz · Last modified: 2019/04/10 21:09 by brittany
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