# 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="/files/v0KyYsioKndXrbdIsT4h" alt=""><figcaption></figcaption></figure>

***

#### 2. Add a Route

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

<figure><img src="/files/UciAB8qtUs38bgJGY26x" alt=""><figcaption></figcaption></figure>

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

***

#### 3. Connect a Source

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

<figure><img src="/files/6q3jNa5cVBarTNL5wiFC" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/BzJGddYpbKc3jG7ctko7" 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](/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.

<figure><img src="/files/v8UVTUdyDdXzSTVsq1fO" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Up9wCJLJWWsGR8myVcZq" alt=""><figcaption></figcaption></figure>

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#### 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="/files/SkOqcept2lkgS01sEs4V" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PzyPVwJ4CfcNPoJkAGtb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/T2YSJGGJPYCjLIomJgaI" 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="/files/0wkTbqLmcnu3nunBpN8H" 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 %}


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