In Command, Rainmakers now have a way to automatically distribute leads to their team members through lead routing. You can set up one big route, set up multiple routes for different days of the week/times of day, and you can even set up special routes for holidays or specific lead sources.
Once your create your lead routes, you have the ability to view reports that show, first, how many leads your team members are receiving vs. claiming, and second, how many and which routes your agents are assigned to. Using these reports, you can gauge the gaps in your routes and make changes as needed.
To learn how to access your team's lead routing stats, follow the steps below:
Only the team Rainmaker(s) 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.
If you do not set up Lead Routing for your team, any lead you capture automatically in Command (with the exception of leads from your KW App and Site) will be sent directly to the Unassigned Lead Pool. From the Lead Pool, you can manually assign leads to your agents and your agents can claim the unassigned lead.
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click your Name in the top right corner, and then select Settings.
3. At the top of the page, click Select Team, and select your team from the drop-down.
4. On the left side of the page, click Command Settings, then Lead Routing, and select Team Stats.
On the Claims tab, you will see a card for each team member, which shows the number of leads they have received, and the number of those leads that have been claimed.
- This is a great way to see team members that are claiming leads at a high rate, and team members that are passing on leads on a regular basis.
On the Routes tab, You will see a card for each team member and the number of routes they are assigned to.
- Click the arrow next to an agent's name, and you will see the route details for each route they are assigned to.
- This is a great way to identify gaps in your routes. Look for team members who should be assigned to routes, but are not.