Geographic Round Robin
The Geographic Round Robin allows site owners and/or managers to automatically assign leads to agents based on geographic location and it will evenly divide the leads among every agent assigned to a region.
This feature is for any site owner or manager who has multiple agents and who assigns leads based on region(s).
(Weighted) Geographic Round Robin
What is it?
The Weighted Geographic Round Robin feature allows a site owner or manager to automatically assign leads to individuals based on two factors: geographic location and a weight. Put simply, if a lead comes in that is interested in a particular region, that lead will go to the agent assigned to that region. If there are multiple agents in a region, it will use the weight to distribute the leads appropriately between any number of agents. The Geographic Round Robin does the exact same thing, but it assumes everyone has the same weight and will divide the leads evenly among every agent assigned to a region.
This feature is for any site owner or manager who has multiple agents and who assigns leads based on region.
Before Getting Started
You can have multiple agents assigned to a region and each agent can be assigned to multiple regions.
Lets say we have five counties in our MLS: Sarasota, Pinellas, Manatee, Hillsborough, and Charlotte. We additionally have 4 agents working under us: Matthew, Mark, Sarah, and Cletus. We have a very good working relationship with these fellows, but Cletus is our half-cousin twice removed that lived under power-lines all of his life. He's a great guy, but you can't always rely on him to jump on leads when you give them to him.
As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area. Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will.
We also want to assign leads from Pinellas county. We can select both regions (Pinellas and Sarasota) for Sarah. She will now be a part of both round robins.
If you would like to use this feature, you'll need to decide how you would like your regions divided. In Hawaii, for instance, we divide our regions based on the county (which are conveniently all separate islands).
The best way is to fill out our support form with a list of the regions you see and search, and how you'd like them to show up in the backend.
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
Once we receive and process your request, you can login to the Lead Manager and begin setting up your lead assignment. In the Lead Manager, click on Settings and then Lead Assignment to begin this process. You can select the type of round robin you would like to use, using the drop down, then you should see a list similar to the one below.
Adjust the region and weight on the agents you would like to include in the round robin. Any agents not assigned a region will be left out of the automatic distribution of leads and will need to be manually assigned leads. Additionally, any region not included in the round robin selection, will need to have its leads manually assigned to an agent.
In the example above, Cletus and Sarah are splitting the leads assigned to Sarasota County. Compared to Cletus, Sarah is getting five times the number of leads. Mark is getting all of the leads assigned to Pinellas county. Finally, Andrew and Mark are not included in the round robin at all. They will need all of the leads manually assigned to them.