Routing

A new lead should reach the right agent.

HouzzatPRO can assign a new lead using the workspace’s routing settings, so the next follow-up has an owner.

Someone becomes a lead from the website or another intake path the workspace uses.

The workspace’s routing settings decide how that lead is distributed.

The lead is assigned so one person owns the next step.

The assigned agent works from the same lead record.

Routing follows the settings configured for that workspace. This page does not describe internal security controls.

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See how a new lead reaches an agent.