LeadSimple

&lt;&lt;&lt; <a href="http://training.leadsimple.com/en/articles/3426554-3-ways-to-be-notified-customize-new-lead-notifications">Previous Video</a> | <a href="http://training.leadsimple.com/en/collections/1983433-getting-started-crm-training-video-series">Back to Table of Contents</a> | <a href="http://training.leadsimple.com/en/articles/3431186-5-making-auto-tracked-calls">Next Video</a> &gt;&gt;&gt;

LeadSimple’s notifications are follow-up based, to maximize response times and overall conversion rates.

You can set up many different notification methods in LeadSimple. The ones we covered in this video are: Round Robin, Shark Tank, and Top Producer.

- LeadSimple’s notifications are follow-up based, to maximize response times and overall conversion rates.
- You can set up many different notification methods in LeadSimple. The ones we covered in this video are: Round Robin, Shark Tank, and Top Producer.

Admins - decide on the notification order that works best for you and get it set up on the Notifications &amp; Routing page. Make sure to set up notifications for each of your lead types! And remember, these notifications can always be edited later.

Non-admins - Note that you may not have access to manage the notifications and routing page. If you’d like access, please contact the admin on your account. (You do not need to be an admin to manage the notifications; you simply need to be given access.)

1. Admins - decide on the notification order that works best for you and get it set up on the Notifications &amp; Routing page. Make sure to set up notifications for each of your lead types! And remember, these notifications can always be edited later.
2. Non-admins - Note that you may not have access to manage the notifications and routing page. If you’d like access, please contact the admin on your account. (You do not need to be an admin to manage the notifications; you simply need to be given access.)

Learn more about lead distribution methods in this <a href="http://training.leadsimple.com/en/collections/14617-importing-creating-distributing-leads#distribution-strategies">collection of help articles</a>.

- Learn more about lead distribution methods in this <a href="http://training.leadsimple.com/en/collections/14617-importing-creating-distributing-leads#distribution-strategies">collection of help articles</a>.

<a href="http://training.leadsimple.com/en/articles/3800009-intro-what-is-leadsimple">Intro: What is LeadSimple?</a>

<a href="http://training.leadsimple.com/en/articles/3423284-1-adding-leads-manually">Adding a Lead Manually</a>

<a href="http://training.leadsimple.com/en/articles/3423372-2-sources-auto-importing-leads">Sources &amp; Auto-Importing Leads</a>

<a href="http://training.leadsimple.com/en/articles/3426554-3-types-of-notifications">Types of Notifications</a>

<a href="http://training.leadsimple.com/en/articles/3426567-4-notifications-for-teams">Notifications for Teams</a> (this video)

1. <a href="http://training.leadsimple.com/en/articles/3800009-intro-what-is-leadsimple">Intro: What is LeadSimple?</a>
2. <a href="http://training.leadsimple.com/en/articles/3423284-1-adding-leads-manually">Adding a Lead Manually</a>
3. <a href="http://training.leadsimple.com/en/articles/3423372-2-sources-auto-importing-leads">Sources &amp; Auto-Importing Leads</a>
4. <a href="http://training.leadsimple.com/en/articles/3426554-3-types-of-notifications">Types of Notifications</a>
5. <a href="http://training.leadsimple.com/en/articles/3426567-4-notifications-for-teams">Notifications for Teams</a> (this video)

<a href="http://training.leadsimple.com/en/articles/3431186-5-making-tracked-calls">Making Tracked Calls</a>

<a href="http://training.leadsimple.com/en/articles/3431245-6-sending-tracked-emails">Sending Tracked Emails</a>

<a href="http://training.leadsimple.com/en/articles/3440464-7-notes-logging-activities-manually">Notes &amp; Logging Activities Manually</a>

<a href="http://training.leadsimple.com/en/articles/3440475-8-stages-workflows-what-are-they">Stages &amp; Workflows: What Are They?</a>

<a href="http://training.leadsimple.com/en/articles/3440487-9-auto-emails-for-new-leads">Auto Emails for New Leads</a>

<a href="http://training.leadsimple.com/en/articles/3440501-10-creating-a-basic-workflow">Creating a Basic Workflow</a>

<a href="http://training.leadsimple.com/en/articles/3488580-11-advanced-workflows-1-assigning-tasks-task-reminders">Advanced Workflows</a> #1

<a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2

<a href="http://training.leadsimple.com/en/articles/3860494-12-texting-inbound-call-tracking">Texting &amp; Inbound Call Tracking</a> ​

1. <a href="http://training.leadsimple.com/en/articles/3431186-5-making-tracked-calls">Making Tracked Calls</a>
2. <a href="http://training.leadsimple.com/en/articles/3431245-6-sending-tracked-emails">Sending Tracked Emails</a>
3. <a href="http://training.leadsimple.com/en/articles/3440464-7-notes-logging-activities-manually">Notes &amp; Logging Activities Manually</a>
4. <a href="http://training.leadsimple.com/en/articles/3440475-8-stages-workflows-what-are-they">Stages &amp; Workflows: What Are They?</a>
5. <a href="http://training.leadsimple.com/en/articles/3440487-9-auto-emails-for-new-leads">Auto Emails for New Leads</a>
6. <a href="http://training.leadsimple.com/en/articles/3440501-10-creating-a-basic-workflow">Creating a Basic Workflow</a>
7. <a href="http://training.leadsimple.com/en/articles/3488580-11-advanced-workflows-1-assigning-tasks-task-reminders">Advanced Workflows</a> #1
8. <a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2
9. <a href="http://training.leadsimple.com/en/articles/3860494-12-texting-inbound-call-tracking">Texting &amp; Inbound Call Tracking</a> ​

Learn how to set up notifications for large or small teams.

4: Notifications for Teams

Demo

Pricing

Resources

Consulting

Give Feedback

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.