Path: Settings > Configuration > Leads > Lead Assignment
1.) Login into your Skyline Platform site and go to Settings > Configuration.
2.) Click on the Lead Tab.
3.) Scroll down to where it says “Auto Assign Leads,” and check the box.
4. Click the “Save Settings” button.
- It has been enabled for the site. Now it must be enabled for individual accounts.
5.) Go to Office tools > Agents and Brokers.
6.) Click the edit pencil button in line with the desired agent.
7.) Check “In the Auto Assignment Queue”.
8.) Click “Update Broker/Agent.”
9.) Repeat steps 6-8 for all desired agents.