Follow

Automatic Lead Distribution Setting : Team

Go to your Settings in LionDesk:

In “Lead Distributions and Team Settings”:

  1. Select the Lead Source Provider ( Step1)
  2. Click on “Add New Lead Routing” (Step2)

3. Fill out the information in the required

  • Source : You are going to select the same "Lead Provider Source" you selected in Step 1
  • Campaign: The Selection of a campaign is optional. Select from the Drop Down an Auto-Responder that will automatically go out to the leads as soon as they come in LionDesk.
  • Distribution Setting:                                                               

- Team Rollout : Choose that option if you are a team of agents and would like the leads distributed among team members. Then Select Which "Distribution Method" and Which "Team" Once Done hit "Save Lead Routing"

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments