Setup Lead Router with User Schedules
The CallAction lead router let's you distribute incoming calls, email or text leads via a broadcast or round-robin method based on individual user schedules.
Video on How to on Setup Lead Router User Schedules
Step by Step Guide to Scheduling Users to Receive Leads
- Login to CallAction
- Click on Tools on left side navigation
- Click on Lead Router Campaigns
- Click on Manage of your selected Lead Router Campaign
- Select the lead routing type; Broadcast or Round Robin
- Toggle 24Hr Forwarding: ON or OFF
(Note: ON redirects a 2nd time caller to the lead router back to original user for next 24hrs)
- Toggle Text Notifications: ON or OFF
- Select or Delete Users in the Lead Router Campaign
- Click on Schedule drop-down to select a User Schedule
- Optional: Set a Fallback user
- Click Save
You are set! Now inbound leads are automatically distributed to users by schedule and routing type.
Next, create or select a one of our custom drip campaign templates. Attach the selected intelligent drip campaigns to your individual users CallAction campaign number to automatically start lead follow-up and solve the speed to lead response problem.
Advanced Lead Router Settings
We also offer more advanced settings to the lead router.
- Lead Router: ON / OFF - convert a lead router back to normal call capture campaign number.
- Campaign Name: Edit the lead router campaign name
Call Recording: Set the call recording to ON or OFF.
(Note: Default is ON if you want to record the caller)
- Recording Notifications: Turn ON or OFF the call recording notification as required in your state.
- Call Transcriptions: Turn ON or OFF the call recording transcriptions. You can also include your email to receive a copy of the transcription when ready.
- CallAction Email: this is the dedicated email address to forward email leads into the lead router using email forwarding rules.
Try CallAction Risk-Free for 45 Days
If you are not currently using our Lead Router or CallAction drip campaigns, you may signup for a free 14-day trial in less than 10 mins. You'll get 14 days free and we also offer a 30 day, 100% satisfaction, money-back guarantee after your first billing cycle.
- 45 day risk-free trial of CallAction.co