How to Set Up Custom Lead Routing on the Presence™ Platform

How to set up lead routing rules

How to create custom rules to direct leads to specific agents based on website activity or form submissions.

Important: This feature is only available on desktop. It is not accessible through the Luxury Presence Mobile App.

Overview

Lead routing lets teams and brokerages automatically direct leads to the right agents based on how and where they came in. By default, all leads go to your primary lead email. Custom rules let you override that for specific activities or forms.

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Lead routing video walkthrough

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How to view your current lead routing rules

1. Navigate to the Presence® Platform.
2. Click your name or initials in the bottom left-hand corner of the screen.
3. Select Settings from the menu.
4. Click Lead Routing in the left-hand panel.

The default rule at the top of the page sends all leads to your primary lead email addresses.

How to create a custom rule: by website activity

Use this rule type to route leads from actions like contact form submissions, newsletter signups, or eBook downloads.

1. Navigate to the Presence® Platform.
2. Click your name or initials in the bottom left-hand corner of the screen.
3. Select Settings from the menu.
4. Click Lead Routing in the left-hand panel.
5. Click Create Custom Rule in the top-right corner.
6. Select By Website Activity.
7. Choose the website(s) this rule applies to and click Next.
8. Select one activity type (e.g., contact inquiry).
9. Assign the agent(s) you want these leads sent to.
10. Click Create Rule to save.

How to create a custom rule: by website form

Use this rule type to route leads from a specific form on a specific site.

1. Navigate to the Presence® Platform.
2. Click your name or initials in the bottom left-hand corner of the screen.
3. Select Settings from the menu.
4. Click Lead Routing in the left-hand panel.
5. Click Create Custom Rule.
6. Select From Website Form on a Specific Site.
7. Choose the website and click Next.
8. Select the specific form — only one form per rule.
9. Assign the agent(s) for this form's submissions.
10. Click Create Rule to finalize.

CRM compatibility

Lead routing integrates with the following CRMs:

CRM	Notes
Follow Up Boss	Only one agent per lead is supported. Agent names must match exactly between Luxury Presence and Follow Up Boss — for example, "Bob Smith" and "Robert Smith" will not match
MoxiWorks	Agent email address must match in both MoxiWorks and Luxury Presence
Christie's	Supported
Compass	Not currently supported

FAQs