On the Company Configurations page, you can confirm that your company website is set up to allow you to serve your customers where you want to, and find out where your agents are assigned to receive new leads.
Just click Configurations in the left navigation panel, find your company, and select Markets from the menu at the top of your screen.
You’ll see a list of the markets associated with your company. A market is a large geographic area consisting of multiple ZIP codes that Zap has grouped together. Each market has a status tag that tells you whether you have the market turned on for your company or not. If you need to turn a market on for your company, contact firstname.lastname@example.org.
Click to expand a market, and you’ll see information about how much of that market your agents cover in terms of new lead assignment and servicing customers as they search throughout the area.
Unknown Area Assignments
If you’d like to change an individual agent’s coverage area, you can do so using their Personnel Profile. Go to the search bar in the top navigation menu, select “Personnel” from the drop down menu to the left of the bar, and type in your agent’s name.
Once you’re on the agent’s Personnel Profile, select “Lead ZIP Codes” at the top of the page. You’ll see a list of the markets that include ZIP codes your agent is assigned to receive new leads in. The two columns to the right of the market will let you know how many ZIP codes within the market are assigned to your agent, and how many are unassigned for your agent. You’ll also see a status tag that will let you know whether the agent is receiving new leads from any of the ZIP codes within the market. If the status is “on,” the agent has at least one assigned ZIP code within the area. Expand the market to see every assigned and unassigned ZIP code.
If you’d like to make any changes, you can go to LeadRouter and either assign ZIP codes or remove ZIP codes from your agent’s assigned ZIP codes.
Your agent also has a set of service markets – markets in which your agent’s website is set up for them to service customers. Customers searching within any of your agent’s service markets will see that agent marketed, and their requests and activity data will flow into the agent’s CRM.
You’ll see two options – you can allow your agent to service all of your company’s service markets, or you can choose individual markets within your company’s coverage area for this particular agent. To do so, select “configure your agent’s service markets” from the menu on their Personnel Profile, and toggle the markets on and off.
If a market is turned off for your agent, customers searching in that market may see other agents once they begin searching in that area.
If you encounter a status tag that reads “Company Off,” or a toggle with a lock on it, this means that this market is turned off for your company, and neither your agents nor your company will be marketed in this area.