By combining our auto-reassign functionality and our pond functionality, we've created a new lead routing option for teams that utilize the pond. You now have the ability to have a lead get assigned to an agent first and if that agent does not make contact in a set amount of time, the lead will get automatically reassigned to your pond account. Once it reaches the pond account, the lead routing stops so that other team members can "make moves" on that lead.
To use this feature, you must have a pond account and you must have the auto-reassign feature in use. If you have a pond account and do NOT have auto-reassign, you can navigate to the "Settings" tab of your site to enable auto-reassign. If you do NOT have a pond account at all, you can use the "Add Pond" button from your Manage Agents page (Brokers only) to set that up and enable auto-reassign via the setup process.
Here's a link to more info on setting a new pond account up: click here!
Steps to Enable Sink or Swim Pond Routing
If you have a pond account and are using auto-reassign currently and you want to utilize this new feature, complete the steps below.
1. In your CINC site, navigate to your Agents tab and then to Lead Routing. Once in Lead Routing, click on the "Advanced" tab.
2. In the Advanced tab, you'll see a header for "Sink or Swim Pond Routing". If you want to use the feature, you need to click on the drop down and pick your pond account. If you have more than one pond account on your site, you'll need to pick 1 to serve as the pond assigned when the agent doesn't make contact. You will not be able to set more than one pond currently.
3. Once you choose a pond account, click the "Update" button to ensure your settings are saved.
4. That's it!
Here's a link on how to set up a pond from scratch: Click here
Here's a link to explain how to edit who has access after you've created the pond: Click here
Here's a link to explain how to edit who gets notifications and what notifications are sent after you've created the pond: Click here