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 [...]
Support
Home » Support
We are here to help.
If you don’t find an answer to your problem here, contact us and we’d be happy to help.
Why not try searching…
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 [...]
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 [...]
Automate your lead distribution
Lead Assign handles all your incoming leads. Freeing up your admin staff to do what they do best
No more worrying about the politics of lead distribution. Set up the business rules and Lead Assign takes care of making sure the right lead goes to the right agent
If an agent chooses to decline a lead then it gets sent to next matching agent on the list, all within milliseconds, resulting in a more effective follow up
No agent adoption required
Lead Assign is the simplest, most cost effective, intelligent, lead distribution system available
Lead Assign requires no hefty CRM investment
Every lead that goes through Lead Assign is trackable. You can view reports and track how team members are responding to leads in realtime
Agents do not need to be subscribers to Lead Assign, nor do they need to install any software
Take control of your incoming leads
Lead Assign is always working
When a lead comes in, Lead Assign builds a list of matching agents, intelligently sorts them based on rules you define, and distributes the lead all within seconds of the enquiry
We integrate with your existing CRM system, or can be used a standalone solution
You define the business rules
Copyright All Rights Reserved © 2014. US Patent Pending.