Lead Distribution Models

Distributions models provide flexibility to how you assign leads. Helps reps drive more sales and incentivize performance.

  • Round-Robin
  • Weighted
  • AI Based
{
  "data": [{
"contact": { "email": "mnieto@gmail.com", "phone": "317 293-0419", "first_name": "Marrisa", "last_name": "Nieto" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "tao_wang@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "john_wood@gmail.com", "phone": "251-621-7094", "first_name": "John", "last_name": "Wood" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "jack_mcdanielson@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "mattp192@gmail.com", "phone": "714-405-9453", "first_name": "Matthew", "last_name": "Parise" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "morgan_scott@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "a.martinez1988@gmail.com", "phone": "805-729-6287", "first_name": "Angela", "last_name": "Martinez" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "mendel_banuelos@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "mnieto@gmail.com", "phone": "317 293-0419", "first_name": "Marrisa", "last_name": "Nieto" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "tao_wang@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "john_wood@gmail.com", "phone": "251-621-7094", "first_name": "John", "last_name": "Wood" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "jack_mcdanielson@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "mattp192@gmail.com", "phone": "714-405-9453", "first_name": "Matthew", "last_name": "Parise" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "morgan_scott@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "a.martinez1988@gmail.com", "phone": "805-729-6287", "first_name": "Angela", "last_name": "Martinez" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "mendel_banuelos@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "mnieto@gmail.com", "phone": "317 293-0419", "first_name": "Marrisa", "last_name": "Nieto" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "tao_wang@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "john_wood@gmail.com", "phone": "251-621-7094", "first_name": "John", "last_name": "Wood" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "jack_mcdanielson@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "mattp192@gmail.com", "phone": "714-405-9453", "first_name": "Matthew", "last_name": "Parise" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "morgan_scott@pmemortgage.com"
} }
{
  "data": [{
"contact": { "email": "a.martinez1988@gmail.com", "phone": "805-729-6287", "first_name": "Angela", "last_name": "Martinez" },
"assignment": {
"assigned": "2021-05-22T14:56:29.000Z",
"assignedUser": "mendel_banuelos@pmemortgage.com"
} }

Working Hours and OOO/Availability Options

Don't assign leads when a user is OOO. Easy assignment status allows reps
and managers to manage availability.

Availability toggles for reps

Availability toggles for managers

Optimize lead rotation overnight

Easily integrate Routera onto any CRM with our simple source connection

1-Day onboarding 🚀

All users will be onboarded by our success team. Helping you implement lead distribution systems and reports.

Fast Support 🔥

Easily reach out to our support through our live chat or directly via email. Our team will respond within 24 hours. 

Training docs 📘

Quickly get your lead distribution system up and running by using our documentation.