06 · Agency forms and lead routing | JourneyFuse Academy

Follow an inquiry from form settings to the right advisor. Learn how personal forms differ from agency routing, how specialty matching and fallback rules work, and where to review inquiries that need a manual handoff. Chapters 00:00 Forms and advisor assignment 00:38 Personal and agency form routing 01:22 Match form answers to specialties 02:27 Lead program and acceptance settings 03:18 Rule order and specialty matching 04:40 General-inquiry fallback 05:41 Advisor eligibility and capacity 07:21 Unassigned and awaiting acceptance 07:56 Review a manual handoff 08:12 Assignment in the Routing tab 08:30 Routing checklist Uses fictional demonstration records. Previous: 05 — Invite and onboard your team Next: 07 — Shared emails and personal versions JourneyFuse: https://journeyfuse.com Continue in JourneyFuse Training: https://journeyfuse.com/academy More Agency track lessons are coming soon.