FAQ
How can I route new leads to the right Dubai agents?
Set rules based on area, budget, language, or source. For example, send Dubai Marina leads to Team A, and Downtown leads to Team B. The system auto-assigns when a new lead enters the CRM.
Can I route leads by property type, like resale vs off-plan?
Yes. Create conditions like: if property type = resale, send to Resale Team. If property type = off-plan, send to another team. The system checks the field and assigns the lead.
How do I handle leads that do not match any rule?
Create a default rule. For example, send unmatched leads to a shared queue or a duty agent. This prevents any lead from being lost.
Can I balance lead volume so agents get a fair share?
Yes. Use round-robin or load-based rules. For example, assign leads one-by-one in a circle, or send more leads to agents with fewer active deals.
How do I route leads by language or nationality?
Add fields for language or nationality. Then create rules like: if language = Arabic, assign to Arabic-speaking agents. This helps improve communication and conversion.
Can I route leads from portals, website, and WhatsApp differently?
Yes. Use lead source as a condition. For example, send portal leads to a specialist team, and WhatsApp leads to a fast-response team. Each source can have its own rule set.
How do I change routing when a new agent joins or someone leaves?
Edit the routing rules or queues. Add the new agent to the round-robin list, or remove the leaving agent. Test with example leads to confirm it works as expected.
How can I track if my routing rules work well?
Use dashboards and reports. Check response time, conversion rate, and lead load per agent (example metrics). Adjust rules if some agents are overloaded or some leads convert poorly.