Agents and performance

See your team roster and how each agent is doing.

What this is

The agent roster is everyone on your sales team inside HousingStreet.

Performance shows numbers per person — leads handled, deals won, response time, and similar stats.

Lead routing (Team and Enterprise) automatically assigns new website leads to the right agent so nobody has to forward them by hand.

Available on:TeamEnterprise

UI path: CRM → Agents · Agents → Performance

Steps — roster and performance

1. Open agents

   Click CRM → Agents. You see every active team member with live stats — leads, active deals, won deals, conversion rate, and pipeline value.

2. Invite more agents

   If the roster is empty, click Manage Team (or Invite team members) to go to Settings → Team.

3. Open performance

   Click Performance in the top-right. Pick a date range (this week, this month).

4. Compare agents

   Sort by leads, deals won, or tasks completed. Use this in your weekly team meeting.

Steps — lead routing (Team and Enterprise)

The Lead Routing card sits at the bottom of CRM → Agents, below the roster. Scroll down after the agent list.

1. Find the routing card

   On CRM → Agents, scroll past All Agents to the Lead Routing card (lightning icon).

2. Turn routing on

   Tick the Enabled checkbox at the top of the card. When disabled, leads stay unassigned until someone picks them up.

3. Pick a default strategy

   Choose one fallback for leads that do not match a rule:

   • Balanced — assign to whoever has the fewest open leads
   • Round robin — rotate evenly across the pool
   • First to claim — leave unassigned so any agent can grab it

4. Choose the agent pool

   Click agent names to include them. Selected names turn blue. Leave none selected to use all active agents.

5. Add assignment rules (optional)

   Click Add rule. Name the rule, then set conditions — lead source (Website, Phone, WhatsApp, etc.), priority, tags, and budget range. Pick assign to for the agent who should get matching leads. Rules run top to bottom; the first match wins.

6. Save

   Click Save routing at the bottom. Wait for the green Saved confirmation.

How rules interact with the default strategy

• If a lead matches a rule, it goes to the agent on that rule.
• If no rule matches, the default strategy (Balanced, Round robin, or First to claim) decides.
• First to claim is useful when your team competes for speed — leads land in the inbox and the fastest agent takes them.

Expected result

You see each agent's workload and results in one place. With routing enabled, new website leads land on the right person without manual forwarding.

Open agents →