--- title: "Real Geeks lead reassignment: website routing and handoff" description: "Reassign existing Real Geeks leads, inspect future website routing, and check notifications, idle rules, and the buyer or seller question after transfer." canonical: "https://scalewithsearch.com/articles/real-geeks-reassign-website-leads" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # How to reassign Real Geeks website leads and check the handoff Reassign an existing Real Geeks website lead in the Lead Manager CRM. Its documented bulk route is **Leads List → Bulk Actions → Assign**. Select the intended contact, choose the receiving agent, review the selection, and confirm. Real Geeks requires CRM admin permission for this feature. [Real Geeks bulk assignment, checked 2026.10.14](https://support.realgeeks.com/how-to-assign-leads-in-bulk). Then inspect who receives the next inquiry from your website. Treat the transferred contact, future assignment rules, and the receiving person's ability to answer as separate checks. Use the proposed handoff checks below with your account owner and website maintainer. ## Choose the change before opening the controls Real Geeks documents assignment from a lead's profile, bulk transfers, source-based routing, and idle reassignment. Its general settings are under **Users → Lead Assignment**. [Lead assignment guide, checked 2026.10.14](https://support.realgeeks.com/lead-assignment). Choose the operation that matches your requirement: | Your requirement | Control to investigate | Evidence to request | | --- | --- | --- | | Another teammate must answer an existing question | Profile assignment or a selected-contact transfer | Correct contact and new assignee | | A group of existing contacts needs a new recipient | Bulk assignment | Reviewed contact list and intended destination | | Future inquiries from a website source need different coverage | Source assignment | New test inquiry follows the approved rule | | Unworked new contacts need a backup | Idle reassignment | Timer, eligible recipients, and office hours demonstrated | Write down the original buyer or seller question before transferring anything. Name who answers next and who handles an absence. Keep a registration and a request for representation separate in your handoff record. ## Reassign the selected contacts and request notification The following sequence follows [Real Geeks' bulk-assignment instructions, checked 2026.10.14](https://support.realgeeks.com/how-to-assign-leads-in-bulk): 1. Open the Leads List. Filter or manually select the intended contacts. [Real Geeks bulk assignment, checked 2026.10.14](). 2. Open **Bulk Actions**, then choose **Assign**. [Real Geeks bulk assignment, checked 2026.10.14](). 3. Choose a destination from the **Agent** menu: a person, Lead Pond, or Round Robin. 4. Enable **Send notification to new assignee(s)** when the receiving person needs an alert. 5. Select **Next**. Review the contacts and destination before selecting **Reassign**. [Real Geeks bulk assignment, checked 2026.10.14](). Start with an agreed test contact before moving a group. Save its original assignment and the intended change. Inspect the confirmation screen rather than assuming your filter selected the right records. The vendor says an unfiltered action can cover all currently displayed leads. It also states that reassignment has no automatic undo. The previous assignee loses access unless team permissions allow shared visibility. [Selection, access, and reversal limits](https://support.realgeeks.com/how-to-assign-leads-in-bulk). Have the new assignee open the contact in their own permitted view. Check the original message, property context, contact preference, and next action. Confirm the alert separately from access to the record. ## Inspect the route for the next website inquiry For source-based assignment, Real Geeks documents **Settings → Customize → Sources → Edit**, followed by the source's assignment menu. The destinations include an individual, Round Robin, or an open Lead Pond. [Source assignment, checked 2026.10.14](https://support.realgeeks.com/lead-assignment). Do not assume changing one contact changes future website delivery. Arrange a fresh test from the actual seller page and a separate buyer test. Record the page address, submitted question, source shown in the CRM, and resulting assignee. Inspect agent-specific entry links too. Real Geeks says Agent Landing Pages and Agent ID links bypass default assignment. Most pages use `agent_id`; home valuation pages use `agentid`. Direct assignments use the recipient's configured new-lead notifications. [Direct routing, checked 2026.10.14](https://support.realgeeks.com/assign-leads-to-specific-agents). Ask the site owner to check the actual recipient identifier in any retained link. Review old profile buttons and shared property links when a teammate leaves. Test those entry points before treating a revised general rule as complete coverage. Require separate evidence for a returning contact. Ask the administrator to demonstrate how a repeat inquiry interacts with existing ownership. Leave that behavior unresolved until your account's result is visible. ## Review idle reassignment before enabling it Real Geeks' idle controls appear under **Users → Lead Assignment**. The guide describes a countdown after assignment, a chosen idle interval, and transfer once, continuously, or into a Lead Pond. Office hours pause the timer outside working hours. [Idle reassignment, checked 2026.10.14](https://support.realgeeks.com/idle-lead-reassignment). The same guide says manual calls, emails, and texts clear idle status. Automated emails, texts, and workflow messages do not. Its enable section also lists scheduling a follow-up, which the later clearing section omits. Confirm that behavior with Support before relying on a scheduled task to prevent transfer. [Idle engagement rules and conflicting wording](https://support.realgeeks.com/idle-lead-reassignment). Before first activation, the vendor says the site owner or admin can review the affected leads. Inspect that list with the responsible team member. Agree on the interval and backup destination before enabling the rule. [Initial activation review](https://support.realgeeks.com/idle-lead-reassignment). If reassignment does not happen, the general guide identifies a disabled setting or no eligible recipients as common causes. [Assignment troubleshooting](https://support.realgeeks.com/lead-assignment). Require a controlled demonstration during and outside the configured hours. Include an automated acknowledgement and a manual contact attempt as separate cases. Check the resulting owner rather than counting a notification as completed follow-up. ## Accept the handoff against the buyer or seller request Use this proposed checklist with test details you control. Arrange the demonstration with the account owner and recipients. These are acceptance requirements, not results from a tested Real Geeks account. | Test | What to inspect | | --- | --- | | Seller asks about listing representation | Property location, original question, reply details, and approved recipient | | Buyer asks about a specific property | Property reference and complete question available to the new assignee | | Existing contact changes assignee | Intended ownership, permitted visibility, and agreed notification | | New inquiry follows a source rule | Source label, expected recipient, and received record | | Agent-specific link overrides the default | Link identifier and actual recipient agree with the website brief | | Primary recipient is unavailable | Approved backup route and a person responsible for checking it | | Idle rule runs | Agreed timing, office hours, and resulting assignment | Ask the recipient to identify the next reply and show where its context remains available. Check any active messages or workflows with the administrator before approving the transfer. Do not assume reassignment stops, changes, or preserves every follow-up tool. MLS display and participation rules vary by MLS. IDX Broker's board guidance identifies local rules governing whether individual subscribers can display listings. [Board-specific display eligibility, checked 2026.10.14](https://www.idxbroker.com/idx_boards). For an IDX property page, confirm applicable display rules with your MLS and IDX vendor before changing the search experience. Keep listing permissions and the inquiry recipient as separate approvals. Listing data on the site also carries data-license terms, so confirm those terms with your MLS and vendor before a reassigned agent's name or contact details appear beside listings. ## Bring the website failure into a written scope The reassignment record distinguishes an existing contact transfer from future website routing. Bring the failing form and actual recipient to [whole website fix: Real Geeks routing](/for/real-estate). Receipt evidence follows a test of inquiry delivery within the whole website fix. [Published offer, checked 2026.10.14](https://scalewithsearch.com/work). - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) - [Check your real estate website in 30 minutes](/articles/real-estate-website-audit) - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) ## Related: Real estate - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) - [Check your real estate website in 30 minutes](/articles/real-estate-website-audit) - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```