Automated Lead Routing | SmartMoving | Support

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1. How Lead Routing and Follow-Up Automation Work Together “⚠️ Automation Rule Order Matters” Running Multiple Rules with the Same Trigger

   In Lead routing and assignment

2. Step 2: Create a New Automation Rule “The Condition and Actions sections sit on the same form, below When.” The Assign Lead To action can be used with most trigger events in Automation Rules, giving you flexibility to assign or reassign leads at key points in the sales process.

   In Lead routing and assignment

3. Each rule includes a toggle at the bottom of the rule form, below the Actions section: “"If this rule runs, don't process subsequent rules."” Setting Up Lead Assignment Rules

   In Lead routing and assignment

4. Running Multiple Rules with the Same Trigger “SmartMoving allows multiple automation rules that share the same trigger (for example, When Lead Is Created) to run, depending on your rule settings.” Each rule includes a toggle at the bottom of the rule form, below the Actions section:

   In Lead routing and assignment

5. Step 1: Access Automation Rules “This is your centralized page for building automations for lead routing, follow-ups, and task creation.” Step 2: Create a New Automation Rule

   In Lead routing and assignment

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