Advanced Settings
The following pages outline some of the more advanced settings and configurations available within your account. Setting Distribution Model Disabling multiple agents’ queuing will send the incoming lead to the agent or office that best matches the lead only. The timer will be disabled, and the lead will be considered automatically accepted. This is useful […]
General Settings
Lead Assign has been designed to intelligently SMS and email leads to your agents, one at a time, sequentially, based on keywords and tags. In General Settings, the account can be configured specifically to the company’s business and operating needs. Contact Card A best practise is if the administrator downloads the contact card and then […]
Teams
The Teams feature is used to share lead visibility across specified agents. Smaller teams that work together within a larger roster will be able to access each other’s leads, provide feedback, and contact the lead when needed.Note: Notifications are tied to the agent who was offered the lead/assigned the lead. While other agents can view […]
Tag Types
There are three types of tags used within Bluebird: Preferential, Exclusive, and Required. Preferential Tags are seen in the example on the previous page regarding “Commercial” and “Residential” tags. These tags are basic and are assigned to agents based on the incoming lead data and the agents’ specialization. Agents that match more tags in the lead data are […]
Weighted Tags
Weighted tags allow administrators to control the relative importance of each tag during lead routing. Every tag is assigned a numeric score, which is factored into the routing decision. How It Works Example If geographical location is the most important factor in your routing logic, region-based tags (such as North, South, or Downtown) can be […]