Lead Channels: Recruiting Leads – CloseHack Help Center

Description: Recruiting new agents to your team can be a fun endeavor. Use the lead channel for recruiting leads to make sure you have the appropriate notifications set up anytime someone fills out a form to join your team.

Log into the website you are an Admin of
Navigate to FlexCRM -> Lead Routing
Scroll down to the second to last section on the Lead Channels tab to set the rules for Recruiting leads who come in through any of your Join pages
1. The first option is for en email notification when a new lead comes in. We recommend having this box checked and selecting an email you use to keep track of new agents
2. The second option is to be notified by text and this is not activated by default. We recommend having this box checked as well so you will be doubly notified when a new agent lead comes in
3. Creating a client account may be recommended for all Recruiting Leads so they can be added to a CRM, tagged, and potentially started on a drip campaign immediately if you want to have a section of your CRM dedicated to new agents, otherwise uncheck this option
4. Agent Assignment is revealed when the Create Client Account box is checked. You can use these options to select the type of agent assignment pattern for leads to follow as they come in through this channel. We really only recommend selecting Admin Agent so that you can appropriately follow up with the recruiting prospects
  1. Admin Agent = the admin of the website will receive all agents and can then disperse them
  2. Random Agent = A random agent in the group will receive the client (not recommended)
  3. No Agent = The client will be set as Unassigned in the system (not recommended)
5. You can enable a Zapier automation to occur when a new lead comes in through this channel. This is a more advanced option and is not necessary unless you want to dive into automating your platform via Zapier.
6. There are six additional fields you can use to add tags and assign a role and status to any lead who comes in via this channel. We recommend setting up as many of these automatically assigned filters as you believe will be helpful, especially the Role, Status, and Tags.
  1. Auto-Assign Role = Select from the dropdown of potential roles, we recommend Agent/Broker
  2. Auto-Assign Status = Select a status to be assigned to any new lead, we recommend Professional
  3. Auto-Assign Urgency = Select which level of Urgency you would consider these types of leads
  4. Auto-Assign Tags = By default, lead_recruiting will be assigned, but you can add additional tags by typing them out and pressing the Tab key on your keyboard to make your new option an official tag
  5. Auto-Assign Drip Tag = Scroll through your pre-made drip tags to select one for the lead to be started on immediately after they fill out a recruiting form
  6. Custom Redirect URL = Add a URL for the lead to be redirected to once they complete the form
7. Once you have your options selected, scroll down and click Update

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