Tags are an extremely powerful and flexible way to create optimized lead routing rules. Define tags that are specific to the company’s business and routing needs, and then assign the tags to the appropriate agents. Lead Assign will parse incoming leads and use the tags to route accordingly.
A real estate brokerage will have certain agents who sell commercial properties and others that sell residential homes. An administrator for this account would create two tags: “Commercial” and “Residential.”
These two tags can then be assigned to the appropriate agents. As a result, when a lead comes in with defining text, such as “Johnny Smith is interested in the following residential property at 123 Main Street”, the “Residential” tag would be identified, and the lead would be sent to only those agents with the “Residential” tag.