Set up lead distribution rules

New leads go straight to the right broker, based on skills, location and availability, not luck.

Who this is for: Enterprise admins, Business admins

Steps

1. Go to Settings and open the Lead Distribution tab. Switch it on.

   

2. Add an email address to be notified if a lead can't be assigned, and customise the failure message.

   

3. Under Lead Distribution Criteria, add the matching rules a broker must meet, such as distance, languages spoken, minimum loan amount or specialities.

   

4. Under Order Criteria, set the priority among brokers who match, for example, "available now" first, then "fewest leads this week".

   

5. Click Save Changes.

Good to know

• Lead distribution is part of Effi Pro.
• Brokers control their own availability and service area in their profile. See Set up your profile, signature and availability.

Need a hand?

Email support@effi.com.au and our team will get back to you.