Lead Allocation

Why did my LEADS go there?

Watch this video on setting up Lead Routing

Please follow these pointers to configure your lead distribution. You will need agent access to get the the "Teams" (agents tab > teams)

-A third party lead will be sent in by a lead provider, whereas a New and Used car leads will be generated from your Dealerpeak hosted Website. 

Workload Allocation

The workload allocation attempts to balance out the open leads in a given team based on the percentages that you choose. Workload allocation looks both FORWARD and BACKWARD. What that means is that until each team member has 20/60/20% (or your specific setup allocations) of the open leads, it will not follow the 20/60/20% allocation for distribution of “new leads” that come into the CRM. The system is trying to make sure that each agent is “working” the amount of leads within the percentages that you have setup for them.