Solutions
Shared systems, fair lead flow
Lead routing, permissions, shared inbox, and Routine libraries so teams execute the same playbooks.
The challenge
Leads arrive from ads, website forms, and referrals — but assignment is ad hoc. Agents run different follow-up. The team lead cannot see who touched a lead or whether speed-to-lead SLAs are met.
How SAM helps
Capabilities mapped to features in the platform — explore each for deeper detail.
Lead routing
Round robin, pools, and rules distribute web and integration leads.
Feature detail →Shared inbox
Assign threads, @mention teammates, coordinate handoffs.
Feature detail →Team security & roles
Section roles and record access for brokerages and teams.
Feature detail →Shared Routine libraries
One listing-launch or buyer-nurture system for everyone.
Feature detail →
Weekend lead from Facebook
A Lead Ad submits at 8 p.m. Routing assigns the on-duty pool member. Inbox auto-reply acknowledges the lead; a speed-to-lead Routine tags the contact and schedules a call list item for Monday morning. The team lead reviews assignment logs in dashboard widgets.
Accountability
Routing logs and inbox assignment show who owns each lead.
Consistent client experience
Shared templates and Routines keep messaging on brand.
Scalable seats
Plans from 3 to 25+ users with capacity that grows with the team.
Related features & integrations
FAQ
Admins configure routing pools and rules in Setup. Leads from landing pages, Facebook Lead Ads, and other integrations can enter routing workflows when team security is enabled.
Yes. SAM team security supports section roles and record-level access patterns for larger organizations.
Related answers: Real Estate Team Management
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