Importing, Creating & Distributing Leads

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

12 articles in this collection
Written by Matt, Aimee, and Rachel

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

Creating a New Lead Manually

Learn how to manually create a lead in LeadSimple.

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

Notifications and Routing

Sending Test Notifications

Learn how to send a test notifications to yourself.

Written by Rachel
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

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

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

Learn how to automatically distribute leads to multiple agents.

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