> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/crm/contacts/adding-contacts/lead-routing.md).
# Lead Routing
Lead Routing allows teams and brokerages to automate how leads are assigned to agents based on sources, rules, and agent pools. Below are step-by-step instructions to set up Lead Routing.
### Steps to Set Up Lead Routing
#### 1. Access Lead Routing
* Navigate to the **People Center**.
* In the upper-right corner, select **Lead Routing**.
***
#### 2. Add a Route
* Click on **Add Route** in the top-right corner.
* A Route determines where leads come from and how they are distributed.
***
#### 3. Connect a Source
* Click **Connect Source** to define your lead source.
* Available Sources:
* **Zillow**
* **Realtor.com**
* **Luxury Presence**
* **Union Street Media**
* **Placester**
* **Other sources (website, etc)**
* **Email**
{% hint style="info" %}
You will need to copy the **Lead Channel** ID for some sources, like Custom API integration (see [Lead Capture Integration](/appendix/website-integration/lead-capture.md) for details).
{% endhint %}
***
#### 4. Set Up Agent Pools
Pools allow you to group agents and determine how leads are distributed:
* **Round Robin**: Leads are evenly assigned to agents in the pool one at a time.
* **First to Claim**: Leads are made available to all agents in the pool, and the first agent to claim gets the lead.
**Steps**:
* Click **Add Pool**.
* Name the Pool (e.g., "Website Leads").
* Select the distribution type (**Round Robin** or **First to Claim**).
* Search for and add agents or teams to the pool.
* Click **Done** to save.
***
#### 5. Assign Leads to a Pool & Set Conditions & Rules
* Once the Pool is created, assign the connected **Source** (e.g., Zillow) to the Agent Pool in **Routes**.
* Define conditions for lead assignment, such as price, zip code, or city.
* Use **Rules** to automate the pool, flows and filters for the leads.
***
#### 6. Review Lead Routing Flows
* Check all configurations under **Routes** and **Pools** tabs to ensure sources, rules, and agents are correctly set.
{% hint style="info" %}
Leads will appear in the People Center with relevant tags and information. Be sure to monitor lead distribution using the People Center.
{% endhint %}
---
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