New Features & Updates

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Using Geolocation to Route Leads

Lead Assign has the capability to route leads to thousands of branch offices or retail locations. Recently, we have added a new feature which allows our software to use geolocation to distribute [...]

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Tag Statistics

We made an update to our Dashboard! Come check it out. Previously, we had our dashboard setup to show agent statistics formatted by creation time. In this new update, we made it so that the agent [...]

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Dynamic Lead Pricing

Back in March we released a new feature that enables account holders to sell leads, and capture payments, directly. One of the exciting capabilities in that release is the option to dynamically [...]

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Sell leads and collect payment on the spot

We have developed new functionality to allow our users to collect payment on their leads at the point of distribution. This means that instead of the “Accept” button that salespeople [...]

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SOME OF YOUR LEADS ARE MISSING, YOU JUST DON’T KNOW IT…YET

Leads: The more we understand them, the more we realize how completely the business world relies on them. It’s difficult to think of a line of business that isn’t dependent on leads [...]

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KICK OFF 2017 BY GIVING YOURSELF A NICE RAISE… DON’T BOTHER ASKING YOUR BOSS, LEAD ASSIGN HAS GOT YOU COVERED

With 2016 behind us we are all looking forward to seeing what 2017 has hidden in store for each one of us. A new American President, record setting hydro bills, a nation divided like never before [...]

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Lead Assign’s coalescing feature prevents multiple leads going to different agents

Let’s say a customer is on your website and sees something they are interested in. They fill out a contact form and hit submit. Voila! The lead is now flowing through your Lead Assign [...]

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Round Robin Improvements

Other systems offer simple round robin, however, that is because other systems do not have the capability to intelligently route leads the way Lead Assign does. Once you introduce the level of [...]

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Receive Feedback From Your Agents Automatically

Ok this one is big! When we launched Lead Assign we solved the problem of how to get the right lead to the right agent. This made a lot of people happy, but one of the things we heard from our [...]

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Custom Text & Translations

We have just launched a big update to Lead Assign which will allow you to use custom text in your lead communications. Want to change the “Accept” button to say “Hell [...]

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Improved HTML Lead Handling

We recently added some updates that improve the way we are able to parse incoming HMTL leads. This means Lead Assign is able to distinguish between lead content versus code that is used to [...]

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Improved zip code and zip range detection

We have improved the parsing engine to better distinguish between zip codes and some countries formats of telephone numbers. But the big news is now you are able to zip range tags to your agents. [...]

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Lead Export via CSV

Now you can simply export all your leads to .csv whenever you like by simply visiting the leads section of your account and hitting the “Export Leads” button. We are committed to [...]

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Spam filtering

Custom whitelist and blacklist along with industry standard spam assasin scoring machanism control

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Tagless lead qualifications

Allows for leads with no tags to be evenly distrubuted or reviewed by catchall

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Redesigned application layout

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Added option to use all agents names as tags

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Added pecking order capabilities

How To’s

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Setting up tags

We make it easy to distribute leads to your agents, based on the type of incoming lead, using tags. Our patent pending technology parses the incoming lead and looks for tags that you have [...]

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How to use Lead Assign with Contact Form 7 on your WordPress site

One of the most robust an easy customizable contact form plugins for WordPress is Contact Form 7. Pairing Lead Assign with Contact form 7 gives your site the capability to send leads as SMS [...]

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How to divvie up leads by pecking order

Lead Assign works by finding keywords in leads and scoring them against the number of tags that match with an agent. However some people prefer to assign leads based on seniority, or [...]

Lead Assign is currently available in more than 10 default native languages in addition to supporting account specific translations.

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