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 : 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"