A submission is not useful until it reaches a person. On the form's Routing tab, Assign every submission to and Tell me about it by decide who gets a new lead and how they hear about it, and a preview box on the same screen spells out the result before you save.
Assigning Every Submission
Three modes cover who a lead lands on. Me puts every submission on the form owner. One person on my team hands every submission to whichever teammate you name, falling back to the owner if that person is later deactivated or removed. Round robin does not rotate through a fixed list - it looks at who is carrying the fewest live leads right now and assigns the newest submission to them, so a broker who steps away for a week does not quietly end up with a stack waiting when they're back. There is no way to leave a lead unassigned - every mode resolves to a real person.
Email and Text Alerts
Email is on by default and sends the full submission, every answer included. Text is off by default, and turning it on sends only the name and number so you can call or text straight back rather than reading a full form on your phone. A text alert needs both the toggle and a destination number - switch it on with no number entered and nothing goes out, though email still does.
No Texts Overnight
No texts overnight is on by default and quiets the text alert between 9pm and 8am, checked against the assigned broker's own time zone rather than yours. A text that would have landed in that window is not held for morning - it is simply not sent. Email alerts are not affected by this setting and go out immediately regardless of the hour.
Only Texting for a Ready Lead
Only text me for ready-to-go leads narrows the text alert to submissions where the lead's own timeline answer says now or the next few months. A lead further out than that still comes through and still sends an email as usual - it just does not buzz your phone. Turn this on alongside quiet hours and a text needs to clear both checks: ready enough, and inside waking hours.
What to Do Next
- Build a Lead Capture Form to create the form these settings are attached to.
- Set the Thank-You and the Auto-Reply to tell the lead what happens next, on their side of the same submission.
- Work Your Leads to see where an assigned lead lands once it's yours.