LeadSimple

Shannon

Alexa Roeper

Jheanelle Lewis

Notifications, Routing, & Lead Distribution Strategies

Learn how to get notified instantly for every new lead so you can respond immediately.

Getting Notified For New Leads

Here's what you should do if you answer a new lead notification call and hear the lead is already claimed, assigned, or taken.

What should you do when a call says "lead already claimed or taken"?

Learn how to send a test notifications to yourself.

Sending Test Notifications

Learn how to set up different workflows and autoresponders for each of your lead sources.

Source Routing: Mapping Sources to Stages

Learn how to create a unique workflow for leads that call your LeadSimple number.

How to Create a Different Workflow for Phone Leads

Troubleshoot why you're not getting notified about new leads or why calls to your LeadSimple numbers are failing.

Why Am I Not Receiving Call Notifications or Calls to my LeadSimple Numbers?

Learn how to change the info your phone gives you when you are notified of a new lead.

How Do I Choose The Details The Phone Reads Off In Call Notifications For New Leads?

Notifications and Routing

Learn about multiple proven methods for lead distribution among your agents

Lead Distribution Methods

Learn how to automatically distribute leads to multiple agents and configure notifications for those leads.

Automated Lead Distribution (Lead Routing)

Learn how to manually distribute leads to users in LeadSimple.

Manual Lead Distribution

Learn how to distribute leads to users based on the marketing source they came from.

Distributing Automatically Imported Leads To Users By Lead Source

Learn how to distribute leads based on geographic location.

Distributing Automatically Imported Leads To Users By Sales Territory

Learn how to distribute leads to different users based on the kind of lead.

Distributing Automatically Imported Leads To Users By Lead Type

Tori Bradford

Distribution Strategies

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Consulting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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