video1.0<iframe src="https://www.loom.com/embed/5316597b1b2a4706a84d38ccc7d933e1" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/5316597b1b2a4706a84d38ccc7d933e1-2d13380444529cce.gif172.714This Loom explains how to assign leads in ReSimply 6.0 using automation when a new lead is created. The creator demonstrates setting up an automation for a Direct Mail lead, selecting the relevant campaign(s), and choosing delay-based scheduling rather than day-based. They then configure which pipeline and status the lead should be created in (example: Active Leads and new leads) and select how to assign team members, including claim, manual assignment, round robin, and weighted round robin. Finally, they describe role-based assignment so that different roles can be assigned at different stages, such as lead manager at creation, acquisition manager at appointment set, and dispo manager at under contract.