Blog | Leadloop

03

Nov

Adding Services

To add Services to your LeadLoop account, you will need to have Administrative rights within LeadLoop.1. Click on your initials In the upper right-hand corner of your LeadLoop screen.2. In the drop down menu, click on Settings.3. Click on Services on the left-hand side of th...

03

Nov

Setting up Users

When you need to add additional users to your LeadLoop account, click on your initials (1) in the upper right-hand corner. Click on Settings in the dropdown (2). On the left side, click on Users (1). Next, click on Add User in the upper right-hand side of the screen under...

03

Nov

Handling the Inbox

This is the LeadLoop inbox.Every lead from all your linked sources comes into this inbox.Once a lead arrives here, you will need to sort and handle it as I will explain in this video.The first thing you will need to do is evaluate whether or not its a real lead.An example of...

03

Nov

Conversations

As you begin using LeadLoop for texting, emailing and phone calls, you will want to make sure that you are catching any responses from prospects and rapidly handling them. To help with that, when there is an unhandled communication on a record, you will see a red number he...

03

Nov

Use of To Dos in the pipeline

While there are parts of your pipeline where standardized timers connected to recommended follow up actions are perfectly suited, this is not the case with every stage. If you have a prospect that says to call them back in a month, or to check back after they finish workin...

03

Nov

How to Utilize Timers

In order to help standardize your workflow, you can set up recommended actions, templates and timers in your pipeline. The recommended follow up actions are here at the bottom of the pipeline record. The timers are shown by the colors and icons connected to each action. If...

03

Nov

How to Send Texts

Texting in LeadLoop is relatively straightforward. You click on the button showing the text icon either on the pipeline or in the clients record and it will open up a screen to send a text. You can send attachments or files here, just keep in mind that the limit for sendin...

03

Nov

How to use the Pipeline

We're going to go over some information about the different icons and controls on the pipeline and how to use them. We’ll start here with a pipeline record.Here in the top left is the name of the prospect. In the top right you will see a dollar amount, t...

03

Nov

Setting up Email

In order to send out email through LeadLoop, you will first need to sync your existing email account in the settings area. Click the add email button and type in the email address you are going to be sending from. The assigned user should be the person who is going to use...

03

Nov

Making Phone Calls

There is a setup step to complete before you start placing calls in LeadLoop. While you are going to be using LeadLoop to place the call, you will need to have an actual phone with a number you can directly dial in order to complete the process. This can be a desk ph...