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Tag Manager

Tags are an extremely powerful and flexible way to create routing rules.

Define tags that are applicable to your business and routing needs, then assign those tags to the appropriate agents.

Lead assign will parse your incoming leads and look for these tags and then route accordingly.

Example: If you are a real estate broker you may have certain agents that sell commercial properties and certain agents that sell residential.
You would make two tags; “Commercial” and “Residential”.
Then assign the tags to the appropriate agents.
When a lead comes in with the text “Johnny Smith is interested in the following residential property: 123 main street”,
the tag “Residential” would be picked up and the lead would be sent to your residential agents.


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