> For the complete documentation index, see [llms.txt](https://support.agentfire.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.agentfire.com/integrations/lead-manager/articles-2477448-lead-manager-lead-routing-options.md).

# How to Choose Which Leads Go to Your CRM

How to choose which leads from your website go to each connected CRM, using Lead Routing rules by action, page, tag or agent.

If your website is connected to a CRM, like Follow Up Boss, every lead goes to it by default. With **Lead Routing** you can send only some leads instead, like only home value leads, or every lead except the ones from your recruiting page.

{% hint style="info" %}
Lead Routing decides which leads reach each CRM. To choose which agent a lead is assigned to, see [How to Assign a Lead to an Agent](/integrations/lead-manager/articles-1667038-lead-manager-assigning-an-agent-to-a-lead.md).
{% endhint %}

## Add a routing rule

{% stepper %}
{% step %}

### Open Lead Routing

Go to **Leads** and click the routing icon at the top right, next to the gear.

![Lead Manager with the Lead Routing icon highlighted](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-6dcd554206fade99ddb6531da5841e29579cca02%2Flead-routing-1-button.png?alt=media)
{% endstep %}

{% step %}

### Pick the CRM

Choose the CRM at the top of the panel, then click **+** to add a rule.

![The Lead Routing panel with the CRM menu and the add button highlighted](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-e58f3451f6d3de5560db0084c50b4c640106752d%2Flead-routing-2-panel.png?alt=media)
{% endstep %}

{% step %}

### Choose which leads to send

In the first menu, choose how to pick the leads:

* **Route Leads By Action:** what the visitor did, like **Home Valuation**, **Lead Form**, **Engage**, **IDX Registration** or **Market Report**.
* **Route Leads By Source:** the page or post they signed up on, like your buyer guide page.
* **Route Leads By Tag:** leads with a certain tag.
* **Route Leads By Agent:** leads assigned to a certain agent.

Then choose the action, page, tag or agent in the second menu. The rule saves as soon as you choose it.
{% endstep %}

{% step %}

### Narrow it down (optional)

* **Add Condition:** the lead also has to match this. If you add more than one condition, a lead has to match all of them.
* **Add Exception:** leads that match this aren't sent by this route, like leads from your recruiting page. If you add more than one, matching any of them is enough to skip the lead.

![A routing rule for Home Valuation leads, with Add Condition and Add Exception highlighted](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-98748eab8f14255baf7ff7b2e803988e79a67f38%2Flead-routing-3-rule.png?alt=media)
{% endstep %}
{% endstepper %}

You can add more routes with **+**. To remove one, click its trash icon. With no routes, all leads go to that CRM again.

{% hint style="warning" %}
Once you add a route, only leads that match your routes go to that CRM. Test it: fill in the form on the page as a test lead and check it arrives in your CRM, and check a lead that shouldn't arrive doesn't.
{% endhint %}

## Common Questions

<details>

<summary>A lead is in my Lead Manager but not in my CRM.</summary>

Open **Lead Routing** and check the routes for that CRM. If there are routes, the lead has to match one of them. If there are none and the lead still didn't arrive, email <support@agentfire.com> with the lead's name and the page they signed up on.

</details>

<details>

<summary>Can I send some leads to one CRM and the rest to another?</summary>

Yes, if both CRMs are connected. Pick each CRM at the top of the Lead Routing panel and give it its own routes.

</details>

<details>

<summary>I'm getting the same lead twice in my CRM.</summary>

Your website may be sending it twice, like through a direct connection and through Zapier. Email <support@agentfire.com> with the lead's name and we'll check your connections.

</details>

<details>

<summary>My test lead didn't show up in my CRM.</summary>

Use a new email address for each test. If the email already belongs to a contact in your CRM, the CRM may add the activity to that contact instead of making a new one.

</details>

<details>

<summary>Can leads be shared between agents in turn (round robin)?</summary>

Lead Routing doesn't do that. If your CRM can share leads in turn, like Follow Up Boss's Lead Flow, set it up there.

</details>
