Routing options
All agents
Send matching leads to your account’s agents broadly — simplest when you run a single agent.
Specific agents
Direct leads to one or more chosen agents — useful when different lines of business or campaigns each have their own agent.
When to use specific routing
1
Multiple verticals
Route auto-insurance leads to your Auto agent and home leads to your Home agent.
2
Campaign separation
Keep a high-intent vendor’s leads on a specially tuned agent, separate from the rest.
3
Team structure
Mirror how your reps are organized so the right team gets the right leads.
Lead boxes work hand-in-hand with marketing sources: the source tags where a lead came from, and the lead box decides which agent works it. Together they give you clean, predictable routing.