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Company Settings: General

Quick start setting

Lead Assign has been designed to intelligently SMS and Email leads to your agents, one at a time, sequentially, based on keywords and tags. If you wish to use the out of the box settings simply add you logo so that when your agents receive leads they are from a recognizable source. There is nothing more you need to do under the settings tab.

If you wish to configure your account to do things slightly differently read on…


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