MoveBoardSettings › Sales & orders › Lead assignment is where you tell MoveBoard which salesperson takes which lead that arrives by itself (website form, customer portal, AI receptionist, lead providers). The full order MoveBoard follows — move-out orders, returning customers, then these rules, then the longest-waiting person — is explained in Who gets each lead.
Before you start
Anyone who can open Settings can change this page. Only active office users who can sign in are listed — foremen, drivers and helpers never take leads.
What's on the page
The People card lists every office user with one line under the name, for example Gets leads · Residential & Commercial · every day or Doesn't get leads automatically. Press Edit next to a person. The pop-up reads like a sentence:
- "<Name> gets new leads automatically" — the switch at the top. Off stops every new lead going to them; their settings are kept for when you switch it back on.
- "<Name> gets a new lead when it is…" and six lines: Kind of move, Service, Lead source, Size, Price and When. Each says the current setting in plain words. Press Change to open a line, and Done to close it. - Kind of move, Service and Lead source: pick All, or Only these… and tick them in the list (search box, 12 of 65 picked, Pick all and Clear; the ticked ones are on top). - Size and Price: Any size / Any price, or Only these… and tick the sizes (Tiny, Small, Medium, Large, Very large, Huge) or the price bands. - When: one row per day — switch the day on or off, pick From and to, and + Add hours for a second shift that day. A shift that ends after midnight says next day. The quick buttons set the whole week at once: Every day, all day, Weekdays 9 AM – 5 PM, Mon – Sat 8 AM – 8 PM and Copy Monday to every day.
- In one line sums it all up, for example Lauran gets Residential or Commercial leads · all 12 services · from all 65 lead sources · any size · any price · every day, all day.
Press Save. Save lights up only when something really changed; the footer says Changed — not saved yet or No changes. You see Saved lead assignment for ….
New leads nobody has yet
The card at the top, New leads nobody has yet, has one switch: Give a new lead to the first salesperson who works on it. It is saved the moment you flip it, for this branch only.
With it on, a lead that comes in by itself (website form, customer portal, AI receptionist, lead providers) is not given out by the people's rules below. It waits with no salesperson, and the order says Not assigned yet: the first salesperson who works on this lead gets it. The first person with the Sales position who does one of these gets it:
- calls the customer from the order,
- texts or emails the customer from the order,
- edits the order (Save, the customer's details, stops, days, the service),
- changes the order's status.
Opening or reading the order is not enough. Dispatchers and admins without the Sales position never take a lead this way. If two salespeople work on it at the same moment, the first one gets it. The order's log says Assigned to Sue Sales: first to work on this lead.
A returning customer still goes back to their own salesperson, and a move-out order still goes with its move-in.
More than one rule
Most people need one rule. Use + Add a second rule only when some moves need different lead sources, sizes or prices — for example Military local moves from one source only. The rules show as tabs (Rule 1, Rule 2, + Add rule). Each kind of move + service sits in one rule, so a lead always follows exactly one rule. The working hours belong to the person and count for every rule.
Good to know
- No working hours means no leads. A person with every day switched off gets no new leads.
- All really means all: a lead source, service or kind of move you add later is included too. Only these… is a fixed list — one you add later isn't in it until you tick it.
- Times are your company's time zone.
- The same editor is on each person's Auto Assignment tab in Users.
- Leads made by someone in the office are theirs (a new customer) or go back to the customer's salesperson — these rules don't apply.
If something goes wrong
- Tick at least one move type in each rule. / Tick at least one service in each rule. — open Kind of move or Service and tick one.
- …the hours start and end at the same time — pick a later to on that day.
- A message that a kind of move and service is also in rule … — that rule's tab opens, outlined; take it out of one of the two rules.
- A line in orange that says no leads (for example None picked — no leads) is a setting that stops every lead: change it, or the person gets nothing.