Lead Boxes: Route Incoming Leads to the Right Agent

Use lead boxes in Mav.next to control which agent works incoming leads — route everything to one agent or split by source.

A lead box decides which agent works the leads coming into your account. It’s how you connect the leads flowing in from your marketing sources to the agent that should handle them.

Routing options

All agents

Send matching leads to your account’s agents broadly — simplest when you run a single agent.

Specific agents

Direct leads to one or more chosen agents — useful when different lines of business or campaigns each have their own agent.

When to use specific routing

1. Multiple verticals

   Route auto-insurance leads to your Auto agent and home leads to your Home agent.

2. Campaign separation

   Keep a high-intent vendor’s leads on a specially tuned agent, separate from the rest.

3. Team structure

   Mirror how your reps are organized so the right team gets the right leads.

Lead boxes work hand-in-hand with marketing sources: the source tags where a lead came from, and the lead box decides which agent works it. Together they give you clean, predictable routing.