How to Distribute Leads Manually and Automatically in Nestio

Nestio supports several different methods for distributing leads across a leasing office or team:

Manager Assignment (manual)

Nestio users with the Manager role will assign agents to all prospects -- leads are not automatically distributed to agents, and agents will not see the list of unassigned leads on the Unassigned tab. This also prevents agents from changing which prospects appear.

First-Come First-Serve (manual)

With this assignment policy, all agents within a team or account can claim leads for themselves on the Unassigned tab.

Round Robin (automatic)

Round Robin lead assignment will automatically distribute leads to agents within a team. You may choose to skip specific team members (for example, if a manager on your team does not want to be included in the rotation).

 

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