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      Geographic Round Robin

      Match Leads with Agents Who Specialize in Their Desired Area

      The geographic round robin is a lead assignment method for your CRM that automatically routes leads to agents based on their county. This ensures that leads are matched with agents who specialize in that area, providing a better client experience and increasing the chances of conversion.

      How it Works

      Imagine a real estate team where each agent is assigned to a specific county. When a new lead comes into the CRM, the system checks the location the lead is interested in—let’s say they are looking for homes in Orange County. The CRM can automatically assigns this lead to any agents responsible for that market.

      If there are multiple agents assigned to Orange County, the system uses a round-robin method to rotate leads evenly among them. For example:

      • The first lead looking in Orange County is assigned to Agent A
      • The next Orange County lead goes to Agent B
      • The third Orange County lead is routed back to Agent A, and so on

      Since the geographic round robin setup is tailored to your specific needs, it must be requested to be enabled for your account. Once activated, you can configure the areas your agents cover, ensuring leads are distributed efficiently.

       

      Weighted Geographic Round Robin

      The weighted round robin takes lead distribution a step further by allowing you to prioritize certain agents on your team. By assigning “weights” to agents, you can control how many leads each agent receives relative to others. 

      The weight system begins at a value of 1, with higher values indicating increased priority for lead assignments.

      For example, if Agent A is assigned a weight of 2 and Agent B is assigned a weight of 1, Agent A will receive two leads for every one lead that is assigned to Agent B.

      This can be used to incentivize success for top-performing agents, prioritize lead assignment for senior agents on your team, and support team growth by gradually increasing the weight for newer team members as their skills grow.

       

      How to Request the Geographic Round Robin

      The geographic and weighted round robin features are available upon request and can help streamline your lead assignment process. To enable these features, follow the steps below and submit your request to the Real Geeks support team.

      Steps to Create a Geographic Round Robin

      1. List Your Counties

      Start by listing all the counties where your team operates.

      2. Group Counties Into Regions

      Organize your counties into “regions” based on how you want leads distributed. You can name these regions however you like, using labels that help organize counties into manageable areas for lead assignment. Options include location-based names (e.g., West Side, North Region) or personalized labels (e.g., Area A, Mark’s Territory, Blue Zone) to suit your team’s workflow.

      Example

      • Sarasota County → West Side
      • Pinellas County → West Side
      • Manatee County → East Side
      • Hillsborough County → East Side
      • Charlotte County → East Side

      3. Submit Your Request

      Send this information to support@realgeeks.com. Use the template below to ensure all necessary details are included.

      Sample Email

      Subject: Request to Enable Geographic Round Robin

      Message:

      Hi Real Geeks,

      I would like to use the Geographic Round Robin feature. Can you please divide up my counties as follows?

      • Sarasota → West Side
      • Pinellas → West Side
      • Manatee → East Side
      • Hillsborough → East Side
      • Charlotte → East Side

      Thanks!

      Regards,

      [Your Name]