Direct Team Lead Routing by Lead Providers

Written by Erik Wantland

Last published at: December 9th, 2020

Lead providers can directly route leads to specific team members in Follow Up Boss. When this happens, the lead will bypass your Lead Flow team routing rules set in Follow Up Boss and assign directly to the agent specified by your lead provider.

You'll see the following message in the lead's timeline in Follow Up Boss:

file-iOZEnhCi73.png

You can turn off the team routing rules set with your lead provider if you want your Follow Up Boss Lead Flow rules to assign leads directly to your team instead.