Assignment
The right producer, automatically
Rules route each lead to the right producer in seconds. Nobody waits on a manager to hand out the good ones.
Rules run without you
Assignment rules match each lead to a producer automatically, by rule, not luck. A lead never sits waiting for someone to notice it.
On screenAssignment rules run without a manager's help.
One click, agency-wide
The agency pool lets an owner or manager reassign one lead or hundreds in a single action. Every batch lands in a Recent reassignments log.
On screenRecent reassignments logs each bulk reassign batch, by whom and how many leads.
The handoff follows the lead
When a lead moves to a new producer, they get a notification pointing straight at it. A note from admin travels with the lead into its status history.
On screenA reassignment notification and any admin note follow the lead to its new owner.