Lead distribution

Introduction

Lead distribution sends a copy of a new lead to people outside your BMexa team the moment it arrives from an integration: a broker partner, a builder’s sales desk, a client you run ads for. Assignment inside the team is Lead Automation Rules; distribution is for everyone else. The lead is always saved in BMexa as well.

Rules live under Marketing › Automations › Lead distribution. Every rule is independent: when a lead matches several rules, each one runs.

Creating a rule

1. Go to Marketing › Automations › Lead distribution and click Add new rule. Under When new leads match the following criteria give the rule a name and choose what it applies to: All new leads, one connection, one platform, one kind of source, or leads where a field matches a value (for example city is Gurgaon).
2. Under Send a copy to choose Broadcast (every recipient gets every matching lead) or Round robin (recipients take turns; Leads per round gives someone more than one lead before the next person).
3. Click Add recipient for each person: a Name, an Email address and, optionally, a WhatsApp number. The email goes out at once; the WhatsApp copy goes out from your connected WhatsApp Business number once it has a lead-alert template chosen on its card.
4. Keep Rule is active ticked and click Create rule. The rule starts with the next lead.

What the recipient receives

• An email titled “New lead: <name> · <project> — <your company>”, listing every detail the lead gave and where it came from, with the line “This lead was sent to you by <you> at <company> via BMexa”; Reply goes to the person who created the rule.
• On WhatsApp, the lead-alert template chosen under Template for forwarding leads by WhatsApp on your number’s card (Marketing › WhatsApp › Numbers). Meta bills the message to your WhatsApp Business Account like any other template.
• A recipient who has replied STOP to any of your numbers is not messaged; the history records the forward as failed with that reason.

History

View history shows every copy sent: when, which lead, which rule, to whom, by which channel, and whether it was sent, failed or skipped (with the reason, for example no number connected or no lead-alert template). A lead sent to three people appears three times.

What it does not do

• It does not remove the lead from BMexa or change who it is assigned to; use Lead Automation Rules for that.
• It runs for leads from integrations (websites, forms, portals, ads), not for clients added by hand or at the front desk.
• A repeat enquiry that is merged into an open enquiry is not forwarded again.