When you want to make sure that leads are routed to the correct agent, it's helpful to know how our system assigns leads. Some methods of assigning leads to agents will override others. The priority ordering for generated leads is as follows:
Already assigned agent
Once a lead has been assigned an agent in the admin control panel, that lead will stay with that agent until changed within the admin control panel. No other level (including agent cookies) will override this.Manually selected agent
In the contact form, you can turn on a drop-down for the visitor to select a specific agent. If you have turned on the selector, visitors can select which agent they are assigned upon signup or using a contact form.Agent cookie
A persistent cookie is set if a visitor accesses any IDX page on your site with an agent's internal ID appended to it. For example:http://greatpropertyforsale.idxbroker.com/idx/search/homes?agentHeaderID=31
This is particularly useful if the agent is referring visitors to a search form on their company's site from a personal site or through email. By this method, the agent can generate leads through the company site without requiring their own personal account.