Is it possible to route the leads based on geography to a particular user?
Yes, just follow these simple steps.
You must be Logged in as the User that needs to set up Geographic Routing.
- Login to the dashboard: app.visualvisiotr.com
- Click on "Lead Handling --> Territory Rules"
- Select the states (this is the state of the visitor) that this User should receive leads from
- Hit Save
You can also select International Territory Assignments. International Territory Assignments can only be broken down by country. There are over 200 countries to choose from. This image shows just a small sample of those available.
Related Articles
Geography Filtering Not Working
I set state filters for GA, FL, MA, and RI, yet I continue to receive leads from other states. Did I configure something incorrectly? Login to your dashboard > Lead Handling > Territory Rules > There are two tabs: US Territory Assignment and ...How to Add an Additional User
How Do I Add a New User? To add a new user go to: Configuration -> Users -> Add New User Put in the User Information and select 'Create User'. Your new user has been added and they should receive a confirmation email. Only an admin can add a user. ...How to Delete a User?
Do You Need to Remove a User? Removing a user from your Visual Visitor account is easy. Only an admin can delete a user. Go to 'Configuration -> Users' and select the red trash can symbol to delete a user. It will confirm you want to delete the user. ...Updating User Profiles
Do you need to change information of a user on your account? If you are an admin on your Visual Visitor account you can now make updates to user profiles. This includes First and Last Name Email Address Phone Number Role Password Time Zone Only the ...Can I Exclude Leads?
Yes! You can exclude notifications from people and companies. There are many reasons you could want to exclude certain leads from notifying you every time they hit your website. You're an agency and you want to filter out your current clients. You ...