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Importing, Creating & Distributing Leads
Importing, Creating & Distributing Leads
Learn how to import leads into your account, create them manually, and distribute them to your team
+1
14 articles in this collection
Written by
Matt,
Aimee,
Rachel
and 1 other
Creating and Importing
Best practices for importing leads
Every lead provider is different, and this articles covers how to set up common ones for the best experience.
Written by
Matt
Updated over a week ago
Importing Leads Automatically
Learn how to automatically import leads from your marketing channels.
Written by
Matt
Updated over a week ago
Configuring Outlook to Forward Leads to LeadSimple
Learn how to correctly configure Microsoft Outlook to correctly send leads to LeadSimple.
Written by
Shannon
Updated over a week ago
Creating a New Lead Manually
Learn how to manually create a lead in LeadSimple.
Written by
Matt
Updated over a week ago
Notifications and Routing
Getting Notified For New Leads
Learn how to get notified instantly for every new lead so you can respond immediately.
Written by
Matt
Updated over a week ago
Sending Test Notifications
Learn how to send a test notifications to yourself.
Written by
Rachel
Updated over a week ago
Source Routing: Mapping Sources to Stages
Learn how to set up different workflows and autoresponders for each of your lead sources.
Written by
Aimee
Updated over a week ago
How to create a different workflow for phone leads
Learn how to create a unique workflow for leads that call your LeadSimple number.
Written by
Shannon
Updated over a week ago
Distribution Strategies
Lead Distribution Methods
Learn about multiple proven methods for lead distribution among your agents
Written by
Matt
Updated over a week ago
Automated Lead Distribution (Notifications & Routing)
Learn how to automatically distribute leads to multiple agents and configure notifications for those leads.
Written by
Matt
Updated over a week ago
Manual Lead Distribution
Learn how to manually distribute leads to users in LeadSimple.
Written by
Matt
Updated over a week ago
Distributing Automatically Imported Leads To Users By Lead Source
Learn how to distribute leads to users based on the marketing source they came from.
Written by
Aimee
Updated over a week ago
Distributing Automatically Imported Leads To Users By Sales Territory
Learn how to distribute leads based on geographic location.
Written by
Aimee
Updated over a week ago
Distributing Automatically Imported Leads To Users By Lead Type
Learn how to distribute leads to different users based on the kind of lead.
Written by
Matt
Updated over a week ago