How Can We Help You Succeed?
New lead routing options in Lead Manager let you assign leads by tags, agent, or office—plus a refreshed interface for faster, easier setup.
Effective nurturing is key to converting leads into clients. To help you in these efforts, we’ve expanded the lead routing capabilities inside Lead Manager—ensuring every lead gets directed to the right tools and people at the right time.
Key Features
- Expanded Routing Options: Route leads not just by action or source, but now also by tags, assigned agent, or office.
- Refreshed User Interface: Enjoy a cleaner, more intuitive experience that makes setting up routing rules quick and simple.
- Faster Setup: Build and manage routing rules in just a few clicks, reducing manual effort.
These enhancements give you greater control over how leads move through your funnel, helping you respond faster and nurture more effectively. The update is now live—log in to explore the new features, and reach out to [email protected] if you need assistance.
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