# 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**.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FtC3tljhtocO7ynKU0KbF%2F1.jpg?alt=media&#x26;token=9e6b5a7e-602d-486c-a418-b579768506f5" alt=""><figcaption></figcaption></figure>

***

#### 2. Add a Route

* Click on **Add Route** in the top-right corner.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FaIuGBwYdFYI9aHFgl0nH%2F2.jpg?alt=media&#x26;token=85361b01-e06f-4b4d-b4ee-a512fd0ab9d4" alt=""><figcaption></figcaption></figure>

* A Route determines where leads come from and how they are distributed.

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#### 3. Connect a Source

* Click **Connect Source** to define your lead source.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2Ff4tFmeKf3P6nLiNhOfha%2F4.jpg?alt=media&#x26;token=90fd84a7-ca82-42b9-9ce3-7e8ea0b1d12f" alt=""><figcaption></figcaption></figure>

* Available Sources:
  * **Zillow**
  * **Realtor.com**
  * **Luxury Presence**
  * **Union Street Media**
  * **Placester**
  * **Other sources (website, etc)**
  * **Email**

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FA5VO3DCy4X4uj6Hk72El%2Frechat-lead-channel-highlight.png?alt=media&#x26;token=0f9be0e3-b6f8-41c5-af81-6ed814722789" alt="Rechat interface for custom lead channel integration with Lead Channel field highlighted."><figcaption></figcaption></figure>

{% hint style="info" %}
You will need to copy the **Lead Channel** ID for some sources, like Custom API integration (see [Lead Capture Integration](https://help.rechat.com/appendix/website-integration/lead-capture) 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.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2Fh1NqwR0v47gsc3ZniMro%2F5.jpg?alt=media&#x26;token=c41b3f26-541c-42ad-97e8-624a9c6c825a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FyiCUsZcSU8odMJsQ7Bwf%2F6.jpg?alt=media&#x26;token=37a46e44-81d0-4d16-80d6-9a63553ba251" alt=""><figcaption></figcaption></figure>

***

#### 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.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2F9lGG7HYijooGDF5f2SBJ%2F9.jpg?alt=media&#x26;token=04bd202a-9dc3-486d-9a70-68a283c9af33" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FFlSeFbt1Ir9VZjuRHuAw%2F8.jpg?alt=media&#x26;token=2771c12f-ee95-4d1c-be49-cb662552a937" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FkykonOoekyANfEJefZ54%2F10.jpg?alt=media&#x26;token=5dabafa3-9df1-4ce9-848d-64d9b04dffee" alt=""><figcaption></figcaption></figure>

***

#### 6. Review Lead Routing Flows

* Check all configurations under **Routes** and **Pools** tabs to ensure sources, rules, and agents are correctly set.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FGJdyXhYHVogTSzGhAbe6%2F7.jpg?alt=media&#x26;token=7184f03f-70e0-4c48-8933-409347b0c9bf" alt=""><figcaption></figcaption></figure>

{% 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 %}