Go to your Settings in LionDesk:
In “Lead Distributions and Team Settings”:
- Select the Lead Source Provider ( Step1)
- Click on “Add New Lead Routing” (Step2)
3. Fill out the information in the required
- Source: Used for reporting to keep track on where the lead came from. If using "Zapier" make sure to use the same name as your Zap.
- Campaign: Optional. Select from the Drop Down a drip campaign that will automatically be applied to the leads as soon as they come in LionDesk.
- Distribution Setting:
- Individual: Choose that option if you are a solo agent and then stop here and hit "Save Lead Routing"