Salesforce lead router: Round Robin + Click-to-Claim
Budget: $750 – $1,500 USD
When a new lead is available to agents "Contact record", we want to make sure that all our Real estate agents have a fair shot to claim the lead. Therefore we would like to incorporate a Round Robin functionality as well as their Click-to-Claim process so the round robin will not automatically assign ownership to the next agent but will have to be claimed. Having a hybrid lead routing process will ensure all leads are distributed in an equitable manner that encourages agents to respond to leads in a timely manner.