HP - Lead Assign Success Story

Version 2.3 Agent Interface Upgrades

Version 2.3 includes many interface changes and performance upgrades. 

The majority of the changes can be summarized in 3 categories; Technical Performance, Multi-Lead Management, and the all new to-do list.

As always we are focused on making sure you and your partners are able to interact with your leads securely and effortlessly.

1. Technical Performance

From speed optimization to expanded support for more email clients. Version 2.3 improves the overall experience and ensures you are getting the very best from the platform.

From Vue JS for the agent interface front end, improved email compatibility with outlook, and mobile-first design enhancements.

2. Multi-Lead Management

We have implemented a number of interface changes that make it much easier for salespeople to manage all their leads from one location, the most obvious of which is the new desktop lead view.

Mobile views have also been rebuilt to encourage multi-lead management while keeping the platform as easy to use as ever.

3. To-Do List

Administrators now have the ability to group follow up conversion capture requests into one easy to use to-do list. This makes it much easier for salespeople to see all the leads that require action.


Read on to see how the interfaces have been upgraded to support these new features…

  • Email Notifications
  • Accepting a Lead
  • Lead Feedback Request
  • Closing Leads
  • Comments / Notes
  • Multiple Leads
  • To-Do List

Email Notifications

Lead Offer Email

When you receive a lead opportunity as an email or an sms, simply click on the “Accept or Decline” button. If accepting via a mobile device you can accept via SMS or via Email.

Interface Improvements:

  • The new designs are supported by a larger number of email clients.
  • Enhanced mobile rendering
  • Optimized lead preview
  • Salesperson performance ratings
lead offer email - LeadAssign

Lead Acceptance Email

After accepting the lead you will receive an email with the lead details and contact information

Interface Improvements:

  • Better balance of lead contact information and lead contents.
  • Enhanced rendering
  • Easier access to follow up
  • Easier access to contact
Email Lead Details

Lead Feedback Email

When you receive a lead opportunity as an email or an sms, simply click on the “Accept or Decline” button. If accepting via a mobile device you can accept via SMS or via Email.

Follow Up Email

Accepting a Lead

lead offer email - LeadAssign

When you receive a lead opportunity as an email or an sms, simply click on the “Accept or Decline” button. If accepting via a mobile device you can accept via SMS or via Email.

Lead acceptance is not fastest finger. If you receive a lead offer it is exclusive to you for a limited time, but you must take action to accept the lead!

lead details browser - LeadAssign

If clicked in time you will be taken to a screen with a countdown timer, and some details about the lead.

The lead contact information and key details are not available to you unless you accept the lead. The information provided about the lead includes product interest, expected purchase timeframe, budget, and the overall location.

Accepting the lead will assign it to you exclusively.

Interface Improvements:

  • Cleaner design helps focus attention
  • More prominent main action buttons (accept, decline)
  • Lead preview and Tags are easier to read
  • Simple close button that reveals agents other leads (or passwordless login)
Browser with Lead Details

Interface Improvements:

  • Redesigned contact card that moves lead contents further into view
  • Better support for lead enrichment
  • More prominent contact buttons

Once accepted you will immediately be taken to the lead details and receive an audit email with the lead details and the lead information, clicking anywhere in the email will take you to your lead pursuit dashboard.

The lead contact information and key details are now available to you. Clicking any of the icons will allow you to email, text, or call the lead. (Click to call will only work on your mobile device or desktops with Facetime like capabilities).

Email Lead Details
Email with Lead Details

Lead Feedback Request

(If your account is not configured to utilize To-Do List)

After the appointment date, you will receive an automated follow up email asking for feedback on the lead. Clicking the provide feedback now will take to the lead follow up screen. 

Follow Up Email


You will be asked if you successfully engaged with the lead. Answering this will give you some more options.


Customer Engagement Browser - LeadAssign


If engaged, selecting the buying stage via the dropdown is important and should be considered mandatory. It will allow you to focus on high producing lead sources for future campaigns and the elimination of those that aren’t.

In Progress Buying Stage - LeadAssign


If you have not engaged with the lead, simply select no and provide the appropriate reason from the dropdown.


Not Contacted Reason - LeadAssign

Enhanced Feedback

Next Contact Schedule - LeadAssign


Lead Assign provides functionality to allow you to manage the lead through to close.


Expected Purchase Item - LeadAssign


Additional feedback capabilities allow you to pursue your leads and manage them with ease. Adding products, deal size etc is simple. The more data provided, the more the system helps you manage the pursuit through to close.


Product Line - LeadAssign


The deal size and product line is reflected in the bottom of the screen.

Closing the Lead - Won


Closing the lead in Lead Assign is the final feedback task. It provides valuable data that marketing will use to improve the overall quality of your leads.


Clicking the “Close” button will change the dropdown for status from “Buying Stage” to “Won Reasons”


You can add the actual close date of the deal if different from your previously entered close date.

Select the appropriate reason from the dropdown.
The last step is to hit the “confirm Close” button. Doing so closes the lead and changes the status to closed.

Close Won Date - LeadAssign

Closing the Lead - Lost

Lost Rason - LeadAssign


If the lead is lost, it should be reflected as lost by clicking the “lost” button.

The last step is to populate the lost reason from the dropdown items.

Comment Functionality


On occasion, an administrator may need to ask you a question. If they do, you will receive an email notification. Simply click on the “Read and Reply” button and this will take you to the “admin comment” tab.

When the lead details open, the screen will be on the comments tab. Here you will see the audit and communication trail of the lead. When you add a message an admin will be notified.

The same comment capabilities exist when you access all your leads (covered in the next section).

Comment Email

Managing All Your Leads From a Single Location

One of the major updates allows you to view all your leads via a secure verification link. This will send a link to your inbox allowing you to access multiple leads at once without having to log in.

Lead Details not logged in

CLick the “Send Access Link” button to the left of the screen and you will be emailed a link to all of your leads.

My Leads

Manage All My Leads is a function that allows you, the agent, to manage your leads and adjust your availability settings.

Any lead that you have accepted or been assigned will be available for you to access.

Lead Details From My Leads

You can scroll through each of your leads and then tab through the functions in the pane. This makes it easy for you to update the conversion status of multiple leads at once.

To-Do List

(If your account is configured to utilize To-Do List)

When a leads status hasn’t been completely updated and more information is required, it will be added as an item to your To-Do list.

Clicking the incomplete information or the ‘Provide Feedback Now’ button at the bottom of the email will bring you to the lead page where you can update the current status.

Completing your To-Do list will improve you overall performance score which may be used as a metric in the lead matching algorithms.

Email to-do List

You can also access your To Do list from the left side bar or click the bell icon in the top right corner. This will bring you to a list of all your leads that currently need updated feedback.

Simply click update to go to the lead page where you can provide updated information.

Browser to-do List


The upgraded interfaces have been designed to make managing your leads easier and let you get back to doing what you do best.

If you have any questions or concerns please reach out to us.