Importing, Creating & Distributing Leads

Learn how to import leads into your account, create them manually, and distribute them to your team

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16 articles in this collection
Written by Matt, Aimee, JP and 1 other

Creating and Importing

Importing Leads Automatically

Learn how to automatically import leads from your marketing channels.

Written by Matt
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

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

Send Leads to LeadSimple Manually

Learn how to send leads to LeadSimple manually so they can be parsed into the software automatically.

Written by Aimee
Updated over a week ago

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

Notifications and Routing

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

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

Written by Shannon
Updated over a week ago

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 JP
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