Agent Roster and lead routing

Keep a roster of your agents, attribute every lead to a source, and route new leads automatically with round robin, rotation or a claim pool.

Every lead needs an owner, fast. Berchtold now assigns them for you.

The Agent Roster

Keep a directory of your agents: who is active, their role and their office. The roster is the pool that routing draws from.

Lead sources

Every lead is attributed to a consistent source — a website form, an import, or manual entry. First touch and latest touch are both recorded.

Routing rules

Decide how new leads get an owner:

• Round robin spreads leads evenly across eligible agents.
• Rotation follows an order you set.
• Claim pool posts the lead and the first agent to claim it wins.

Rules can differ by source, so sign ups and purchased leads can route differently. Every routing decision is recorded.

Where to find it

Open Contacts → Lead routing in your workspace settings.