LeadSimple

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

Alexa Roeper

Jheanelle Lewis

Distribution Strategies

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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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