Welcome to the Lead Assign Salesperson On-Boarding Guide.
The following screens will demonstrate what it is like to receive and manage leads using Lead Assign’s barrier-less, login free platform.
You can easily interact with new customers, set reminders, and add relevant purchase details all without having to remember a login or download any app.
Just click on the relevant SMS or Email message and start working your leads.
If clicked in time you will be taken to a screen with a countdown timer, and some details about the lead.
If you don’t see this screen it means you missed your exclusive opportunity. Fear not, the lead may still be available. Follow the on screen instructions to put your name back in the queue for a second chance.
Let’s take a look around some of the features…
2. You will be shown some information to give you an idea what the customer is interested in. This can include product interest, expected purchase timeframe, budget, and the overall location.
The lead contact information and key details are not available to you unless you accept the lead.
3. If the lead is of interest hit the green accept button. You will be presented with full lead details.
If the lead doesn’t appear to be applicable, decline the lead. The lead will then be offered to the next best suited salesperson.
Accepting or declining in a timely manner will improve your overall agent performance score within the platform. Improving this score will ensure you receive the most applicable leads in the future.
Once accepted you will be able to see full lead details along with contact information.
Scroll down to see the original lead enquiry.
You can directly contact the lead be either emailing them, send them an SMS message, or call them by tapping on the relevant icons.
You’ll notice some tabs at the top of the screen. Let’s take a look at those…
A crucial part of ensuring you are being offered quality leads is providing conversion feedback so those in charge of generating leads can tell which sources work, and those that do not.
Lead Assign’s conversion form has been designed to simplify this process. Simply change the status of the lead and get on with your day. No need to fill out lengthy forms with complex submission rules. Just set it and go.
If you choose “No” then you are presented with a few choices to communicate why. This can include bad contact credentials, unresponsive customers, or some other reason.
You can still come back at a later date and change the status. Remember, this is a flexible feedback form!
Now you understand how the system works it’s time to jump in and start converting.
Let us know if you have any questions.
If you want to see these screens for yourself we can send you a test lead with dummy content. No actions will be taken so feel free to click around.
