The Problem
When a new lead comes in from a web form, a phone call, or a bot, it includes information like the city or region the customer is in.
If you have to manually sort these leads and assign them to the right office, it takes time and some leads get delayed. That can mean missed calls, lost bookings, and frustrated customers.
How It Works
The system looks at the city or region tag on the lead and instantly matches it to the manager who handles that area.
It then sends a notification to that manager and can automatically send a personalized email or text, so the customer gets a quick reply without any extra steps from you.
What It Means for You
You’ll see more leads turn into appointments because customers get a fast, relevant response.
Your team spends less time on admin work and can focus on selling, and you’ll have clear reports showing which locations are getting the most leads.
Getting Started
Open the Lead Settings page, turn on Geographic Routing, and add each of your locations with the city or zip code they serve.
Then map each manager to the appropriate region and turn on the auto‑response feature. After that, every new lead will be sent to the right person automatically.