Lead Routing was created to allow Rainmakers to control how new leads are distributed to their team. Whether you want leads from a specific lead source to go to a specific agent, or to designate how leads are distributed on weekends, you can use the Lead Routing tool to do this.
Only the team Rainmaker will be able to create lead routes. The Rainmaker role and team roster is controlled by your Market Center Administrator (MCA) using the Teams Administration Tool. If you should be the Rainmaker or if your team roster is incorrect, contact your MCA.
There are four things you need to set up a lead route:
- a lead source
- a strategy
- settings for each agent on your team
- lead capture rules
Use the information below to learn more about each of these pieces of the lead route:
1. Lead Sources
You have the ability to choose any or all lead sources when setting up a lead route. There are three categories of lead sources that can be sent through Lead Routing:
1. Command Sourced - These leads automatically come into your lead pool from any Command Landing Pages you have created and shared, or through KW Sign Snaps. Click here to learn more about Sign Snaps.
2. Manually Entered - These are leads labeled Call-in, Open House, Lawn Sign, Sphere, etc. These leads will not pull in automatically, but will have to be manually entered and source labeled in the system, before they will be sent through a lead route.
3. Third Party Sourced - These leads come from third-party websites, like Zillow, Realtor.com, and Facebook. To pull in leads from these sources, Keller Williams has partnered with Zapier. Agents will create a Zapier account, create a Zap (connection) between the third party app and Command, then let the leads flow in.
- To learn more about Zapier, click here.
- To learn how to create a Zap, click here.
- To learn about Zapier pricing, click here.
Strategies tell the lead route how to distribute the lead and when:
1. Logic - choose between three options:
- Round Robin - this sends one lead to each team member, before starting again with the first agent.
- Fist Come, First Serve - this puts the lead out to the team, and the first team member to take action gets the lead.
- Weighted Round Robin - create a lead ratio system between team members, ensuring that some agents get more leads than others.
2. Timeframe - choose when this lead route will be active:
- Always - this lead route will always be active.
- Custom - choose a day, or set of days, plus a time range for the lead to be active. For instance, you can set the strategy for Saturday and Sunday, from 8am to 8pm. You actually have a lot of control over this and can set a custom time range for each day of the week.
|To learn how to create a new lead strategy, click here.|
3. Agent Settings
Each agent on your team has settings that the rainmaker can edit from the Lead Routing settings page. Each of these settings can be turned on or off (you will see this as the "Required" toggle), as well as edited. This includes:
1. Lead Type - specify whether this agent will get Buyer and/or Seller leads.
2. Budget - set a budget range for the agent, with the understanding that any lead with a higher or lower budget range than this, will not go to this agent.
3. Transaction Timeframe - set a transaction timeframe for the agent, with the understanding that any lead with a different transaction timeframe than this, will not go to this agent.
4. Weighted Round Robin Weight - If you have three agents on your team, they each get their own "Weight" for this type of Round Robin:
Agent A: weight = 1
Agent B: weight = 2
Agent C: weight = 3
Round One: The first lead would go to Agent C, the next lead would go to Agent B, then Agent A would get a lead. Each agent got a lead.
Round Two: The fourth lead would go to Agent C, then a lead to Agent B, but Agent A would not get the next lead.
Round Three: The sixth lead would go to Agent C, but none of the other agents would get a lead this round.
Round Four: Each Agent gets a lead and the pattern repeats.
|To learn how to edit agent settings, click here.|
4. Capture Rules (Settings)
Capture rules set expectations for agents who receive leads:
1. Response Time - select a response time from the drop-down. If the agent who receives the lead does not take the required action, from the time they get the lead, to the end of the Response Time, then the lead will go to the next agent.
2. Accepted Actions - select the action(s) that the receiving agent needs to take, in order to keep the lead:
Phone Call, Email, Text Message, and/or Appointment Scheduled.
To keep the lead, the receiving agent will need to take the required action, then go to the lead record, in Contact Management, and log that interaction. To learn how to log an interaction, click here.
|To learn how to create a capture rule, click here.|