Adding Tags
Tags are strings of content that appear in incoming leads that are used to determine the agent(s) that receives the lead. For example, if the company works in real estate, then the administrator may create tags such as “Commercial” and “Residential”. Tags are used to match leads to your salespeople in a scoring system. The […]
Adding Agents
You can add users to your account in three different ways: Choose the method that best fits your workflow. Adding Users Individually This is the fastest way to add a single user. Once saved, the user will immediately be available in your system. Bulk Adding Users (CSV Import) Use this option when adding multiple users […]
Logging In
Once an account is set up, the account holder can revisit the login page anytime and input credentials before clicking “Login.” If this does not work, follow the Reset Password process below. If the account still cannot be accessed, please fill out a support ticket. The Lead Assign support team will contact to verify the account holder’s identity, […]
Opening An Account
Create an account here: https://app.leadassign.com/signup Fill in all fields on this page and hit “Create an account.” The Administrator of the Lead Assign account will be the individual who completes this action. This role can be reassigned to a different individual if necessary. You will then be sent an email link to set your password Make sure […]
Agent Performance Score
The Agent Performance Score reflects how effectively you engage with leads on the platform. It helps ensure that leads are routed to agents who consistently respond, take action, and provide feedback. You can find your performance score: A higher performance score increases your likelihood of receiving lead offers. Why Performance Score Matters Lead providers want […]
Manage All My Leads
Manage All My Leads allows agents to view and manage the leads they have accepted, all in one place. How to Access Manage All My Leads Agents can access this page in either of the following ways: Send Access Link: If viewing an individual lead via email or SMS access link, you can click the […]
Comments and Memos
Comments and Memos allow agents and administrators to communicate and record information directly on a lead. Comments Comments can be added to a lead by the owning agent from the Comments tab in the lead sidebar. When an agent adds a comment: This makes comments ideal for: Automatic Status Updates Changes to the lead status […]
Providing Feedback
Agents can provide feedback on the status of a lead from the Conversion tab in the lead view. This feedback helps track lead progress, outcomes, and expected value, giving administrators better insight into agent activity and performance. What Agents Can Update From the Conversion tab, agents can record: Lead Status Agents can update the current […]
Missed a Lead?
If an agent times out before accepting or declining a lead, they are considered to have missed the lead. When this happens, the agent will see a screen offering another opportunity to receive the lead. Give Me Another Chance From the missed lead screen, the agent can click “Give Me Another Chance.” When selected: This […]
Accepting a Lead
Agents can receive lead offers via SMS, email, or in-app notifications. Clicking the link in any of these notifications—or using the Accept or Decline buttons in the email—will take the agent to the Lead Offer screen. Lead Offer Window Each lead is offered exclusively to one agent for a limited period of time. The length […]