Agent Lead Acceptance Options [Website Builder] Follow
With this setting, agents will only be required to accept leads which have been assigned via Round Robin or Advanced Lead Distribution. This will prevent leads who have inquired on agent sites or on exclusive listings from being assigned to other agents if the primary agent does not accept in time.
To find this and modify it simply....
Navigate to the site's Settings.
1. Click on your photo in the back end
2. Click on Settings.
Navigate to Lead Routing Time Blocks Section..
3. Scroll down and click on the "Lead Routing Time Blocks"
4. Click on the block of time you wish to edit.
5. Click on the box for "Agents Required to 'Accept' Leads?"
You have some additional options, once you've selected this.
A.) "Apply Agent Acceptance Only to Auto-Assigned Leads?" - With this setting, agents will only be required to accept leads which have been assigned via Round Robin or Advanced Lead Distribution. This will prevent leads who have inquired on agent sites or on exclusive listings from being assigned to other agents if the primary agent does not accept in time.
B.) "Lead Acceptance Time Limit"
A time limit can be set for agents to accept their leads. If the limit has been reached and the agent has not accept the lead yet, the lead will continue to go on the next available agent in the queue.
- Use the drop-down to define the amount of time the agent has to "Accept" the Lead.
- Exclusive Agent Limit is applied to agents who have an exclusive property that the lead signs up on.
- Non-exclusive Agent Limit is applied to agents who is not the Listing/Selling Agent of the property the lead signs up on.
6. Click Save.
Leads that are waiting to be accepted will be under the Leads > Pending Acceptance tab.