Set up lead routing rules for your Dubai real estate team
In JBR Sadaf, Dubai, the Lead Generation Manager can use Real Estate OS to define clear rules so new property leads go to the right agents automatically.
You are getting more leads from different channels and need a simple way to route them by area, budget, and property type so agents respond faster and nothing is missed.
FAQ
What is lead routing for our Dubai real estate team?
Lead routing is how new leads are assigned to agents. Rules use data like area, budget, language, or source to send each lead to the right person or team.
What info do I need before setting routing rules?
List your areas (for example: Marina, JBR, Downtown), property types, price ranges, languages, and working hours. Also list your teams and which leads each should handle.
How do I route leads by area, like JBR or Marina?
Add custom fields for location or community in the lead form. Then create automation rules that check this field and assign JBR leads to the JBR team, Marina to Marina team, and so on.
Can I split leads fairly between agents?
Yes. Use round‑robin or load‑based rules. Round‑robin sends each new lead to the next agent in a list. Load‑based checks who has fewer open leads and assigns to them.
How do I handle rental vs sales leads?
Add a field for “Purpose” with options like Rent or Buy. Create separate pipelines or queues. Set rules so Rent goes to the leasing team and Buy goes to the sales team.
Can I route leads by language for Dubai clients?
Yes. Add a “Preferred language” field or detect language from the form or source. Then route Arabic speakers to Arabic‑speaking agents, English to English‑speaking agents, and so on.
What about after‑hours or weekend leads?
Set working hours for each team. Create rules so leads that arrive outside hours go to an on‑duty agent, a duty phone, or a shared queue, and trigger an auto‑reply message.
How do I know if my routing rules work well?
Check reports for response time, number of unassigned leads, and conversion by source and team. If some agents or areas are overloaded, adjust the rules and queues.