Setup Lead Router with User Lead Shift Schedules
The CallAction lead router let's you distribute incoming calls, email or text leads via a broadcast or round-robin method based on individual user schedules.
You can streamline your process with this centralized lead router that works across all communication channels and connects with multiple CRM systems via API integrations.
Video on How to on Setup Lead Router User Schedules
Step by Step Guide to Scheduling Users to Receive Leads
Login to CallAction
Click on Tools on left side navigation
Click on Lead Router Campaigns
Click on Manage of your selected Lead Router Campaign
Select the lead routing type; Broadcast or Round Robin
Toggle 24Hr Forwarding: ON or OFF
(Note: ON redirects a 2nd time caller to the lead router back to original user for next 24hrs)
Toggle Text Notifications: ON or OFF
Select or Delete Users in the Lead Router Campaign
Click on Schedule drop-down to select a User Schedule
Optional: Set a Fallback user
You are set! Now inbound leads are automatically distributed to users by schedule and routing type.
Next, create or select a one of our custom drip campaign templates. Attach the selected intelligent drip campaigns to your individual users CallAction campaign number to automatically start lead follow-up and solve the speed to lead response problem.
Advanced Lead Router Settings
We also offer more advanced settings to the lead router.
Lead Router: ON / OFF - convert a lead router back to normal call capture campaign number.
Campaign Name: Edit the lead router campaign name
Call Recording: Set the call recording to ON or OFF.
(Note: Default is ON if you want to record the caller)
Recording Notifications: Turn ON or OFF the call recording notification as required in your state.
Call Transcriptions: Turn ON or OFF the call recording transcriptions. You can also include your email to receive a copy of the transcription when ready.
CallAction Email: this is the dedicated email address to forward email leads into the lead router using email forwarding rules.
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If you are not currently using our Lead Router or CallAction drip campaigns, you may signup for a free 14-day trial in less than 10 mins. You'll get 14 days free and we also offer a 30 day, 100% satisfaction, money-back guarantee after your first billing cycle. Learn more about automating real estate lead follow up on our blog.
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