Routing and ownership.
Who receives a lead, and how ownership moves without losing work.
What it does.
Market boundaries
A lead’s pin resolves to a market using boundaries, priority and distance.
SpecifiedRouting by market, service and property
Routing uses market, service and property type to find the most specific pool that can receive.
SpecifiedPools and leads lists
A pool owns the routing and workflow for one combination of market, service and property type. Its leads list holds the people who receive.
SpecifiedManual assignment
Choose the assignee or the pool yourself. The route and the recipient are checked first.
SpecifiedWeighted rotation
Weighted rotation spreads leads across eligible people in a predictable way.
SpecifiedReceiving, pause and capacity
Set each person to take leads or not, with a weight, a pause and an optional cap.
SpecifiedFallback in the same market
If the main pool can’t receive, a confirmed fallback in the same market takes the lead, or intake waits.
SpecifiedManual queue
A manager picks the recipient from a manual queue. How it keeps coverage is under review.
Under reviewReassign a whole lead
Reassign a whole lead and its open governed actions go with it. General actions stay.
SpecifiedTransfer one action
Transfer one action to another person without moving the lead.
SpecifiedTurn off receiving safely
Turn off a person’s receiving with the impact shown first. Nothing moves silently.
SpecifiedOffboarding
A full offboarding checklist for a departing rep: access, receiving and transferring their work.
Not specified- Specified
- Proposed
- Under review
- Not specified
- Outside XGo