Blog | Leadloop

23

Sep

22 Key Benefits, Functions and Features of LeadLoop

For every 100 leads that flow into the average business, 73 of them will never be contacted.Imagine the sunk cost that amounts to.Or the lost clients.Worse, imagine not knowing how, why, or that this was even happening—to one degree or another.Ten years of working with...

22

Sep

Enabling Facebook Messenger and Instagram DMs

Inquiries received via Facebook or Instagram can be responded to right from within LeadLoop.To reply, click the Facebook or Instagram icon that appears beneath a Lead in Expanded View.If Facebook or Instagram are “Disabled”If the Facebook Messenger or Instagram Di...

20

Sep

Adding Services

Services are the procedures or deliverables your practice offers its clients.To add a Service to LeadLoop:Log in from an account that has admin privileges.Click your User Initials in the upper right corner.Select Settings.Select Services.Click Add Service.Enter a Name, La...

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...