Service-area filtering

Service-area filtering

Service-area filtering helps your team avoid wasting time on homeowners you cannot serve.

What to check

Before working a recovered lead, check:

• City.
• State.
• Postal code.
• Service radius.
• Franchise territory.
• Trade or service line.
• Whether the address is a real service location.

How to use it

High-fit leads:

• Send to CSR or sales quickly.

Maybe-fit leads:

• Put in manual review.

Out-of-area leads:

• Archive, suppress, or route to a partner if you have one.

Multi-location businesses

If your business has multiple locations, decide which location owns the lead.

Use:

• Postal code.
• City.
• Service radius.
• Franchise territory.
• Existing CRM assignment rules.

Avoid bad handoffs

Do not send every recovered lead to every location.

That creates duplicate calls and a poor homeowner experience.