This video walks you through lead routing in the Luxury Presence platform — what it is, why it matters, and how to configure both your default rule and custom routing rules so every incoming lead gets to the right person automatically. A well-configured lead routing setup means faster follow-up, a more organized team, and no leads falling through the cracks.
What's Covered
- What lead routing is — How the platform uses routing rules to automatically direct incoming leads to the right agent or team member any time a visitor submits a form on your website.
- Accessing lead routing settings — How to navigate to Settings by clicking your name or initials in the bottom left corner, then selecting Lead Routing from the left side menu.
- The default rule — What the default rule does, why it's your fallback for any lead that doesn't match a custom rule, and why keeping it configured is important.
- Creating a custom rule — How to click Create Custom Rule and choose between the three available routing options.
- By Website Activity — How to route leads based on a specific type of action (contact form, newsletter sign-up, ebook download, etc.), select the website the rule applies to, choose which agent or agents receive those leads, and optionally use round robin distribution to rotate leads evenly across a queue.
- By Website-Specific Forms — How to route leads from one specific form on one specific page, select the exact form using the preview, and assign it to a specific agent.
- By All Websites and Activities — How to distribute all incoming leads evenly across selected agents using round robin, and what to know about how round robin ordering works when agents are removed and re-added.