Flexible Agent-To-Lead Assignment - SynergyApp

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Flexible Agent-To-Lead Assignment

Overview

 

For companies having multiple agents linked to specific geographical zones, they can schedule physical appointments and showings.

Incoming leads are automatically assigned to agents based on the appointment, showing address, and agent location.

If multiple agents are available for the requested appointment, agents are automatically assigned according to the round-robin algorithm.

Agent assignment may be also changed by the admin or agent’s manager