LeadSimple can notify you about new leads in three ways: Email, Text, Phone Call.

Learn more about the importance of calling new leads within seconds in our webinar, "First To Call, First to Close".

Setting up Call Notifications

LeadSimple will automatically call you every time you receive a new lead. The call you receive will provide with you with information about the lead and prompt you to press 1 to initiate a call to the lead.

STEP 1: Add Yourself to The Notification Order

Go to the notifications and routing page under settings.

Add yourself to the call order.

Make sure you have the call notification option active.

STEP 2: Review Call Notification Settings

At the bottom of the notifications and routing page, click on the text that says, "Phone Notification Settings ".

Note the following:

  1. Setting Call Hours - Email and text notifications go out 24x7, but you can limit the hours of the day that phone notifications are sent. Use the slider to modify the window for the days and hours you want to be called.
  2. Postponing Calls - When selected, this allows agents to have the option to stop the call order from progressing and instead have the system call them back later. Most users keep this option off.
  3. Modify Call Notification Script - You can modify the lead details that get read off on the call when you are notified about new leads. You can press 1 at any time to skip the details and call the lead.

Test The Notification Order

Test your notification order by clicking on the blue button that says, "Send a test lead right now!" on the notifications page.

This will trigger the call order with a test lead sending out a call, email or text depending on which options you have active.

You will always be called or texted from the from the same phone number (972) 360-9314. Add this phone number to your contacts in your mobile phone so that you recognize it when you get the call.

Set up Email Notifications

Email notifications contain all the inforamtion from the original lead notice as well as additional enriched data.

Add Yourself to The Notification Order

Go to the Routing and Notifications page under settings. Add yourself to the notification order.

Make sure you have the email notification option is active.

Here's what the email notification will look like in your inbox:

You will also be sent a lead assignment email notification when a lead is automatically assigned to you.

Set up SMS Notifications

Text notifications contain basic contact details and a link to trigger a call.

Add Yourself to The Notification Order

Go to the Routing and Notifications page under settings. Add yourself to the notification order.

Make sure you have the text notification option is active.

When you get a text notification, here's what it will look like:

If you click on the link in the text it will take you to a mobile website landing page that looks like this:

Once you click on that link LeadSimple will call you, and then the lead.

Note: For security purposes this link will only work for a certain number of hours. After that point the link will still work but the option to click to call will no longer function.

Lead Assignment Notification

When an agent calls a lead, and that lead is automatically assigned them by lead simple, that person will receive and email notice that looks like this:

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