Lead Channels: Buyer Leads (IDX Search)

Description: Set up your lead routing rules for clients who enter a form on any general IDX Search.

Related articles;

• Lead Simulation
• Lead Routing Overview 

1. Log into the website you are an Admin of
2. Navigate to FlexCRM -> Lead Routing
3. Scroll down past the other Buyer Leads channels until you reach the third option which is Buyer Leads (IDX Search). This option relates to leads who fill out a form on any IDX listing page that is NOT a featured listing represented by one of your agents
   1. The first option is for en email notification when a new lead comes in. We recommend having this box checked.
      • Note that if the lead is assigned to an agent, they will ALSO receive an email notification if this box is checked
   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 buyer lead comes in.
      • Note that if the lead is assigned to an agent, they will ALSO receive a text notification if this box is checked
   3. Creating a client account is recommended for all Buyer Leads so they can be added to a CRM, tagged, and potentially started on a drip campaign immediately
   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 recommend either the Admin Agent option or the Advanced Routing.
      1. Admin Agent = the admin of the website will receive all agents and can then disperse them
      2. Advanced Routing = the rules of the Advanced Routing tab will be followed
      3. Random Agent = A random agent in the group will receive the client 
      4. No Agent = The client will be set as Unassigned in the system
   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 Buying
      2. Auto-Assign Status = Select a status to be assigned to any new lead, we recommend Lead
      3. Auto-Assign Urgency = Select which level of Urgency you would consider these types of leads
      4. Auto-Assign Tags = By default, lead_listing_idx 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 buyer 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