Client Settings

The Client Settings page is where you should enter your information about your company and make some overall settings about how you want your leads360 system to function.

Click Client Settings on the Preferences submenu

The Client Settings page has four tabs:

• Settings: Client
• Lead View: Columns
• Lead View: Statuses
• Pull Distribution: Columns

First is the Settings: Client tab. This tab contains four groups:

• Account Settings
• Lead & Campaign Settings
• Email, Notification & Calendar Event Settings
• Other Settings

The values that you put into the fields in the first section, Account Settings, may appear in emails that Leads360 sends out automatically so be sure that you enter them as you want them to appear in official, external business communication.

 

The Home Page Message is displayed on the Leads360 dashboard which is visible to all users. Use this for general company wide announcements.

 

The next settings concern system security.

IP Address Security Settings and Password Requirements.

 

IP Address Security Settings enable you to restrict the IP address from which your users can log into the system. If you want to prevent your users from logging in outside of the office, click Edit IP Address Security Settings and add your local IP address to the IP Address Filter. Note: Your local IP Address will be displayed on the IP Address Security Settings page.

Click Edit Password Requirements to stipulate user password criteria.

 

Auto Refresh View Leads Page

Enter a number of minutes in this field to determine how often the view leads page should auto refresh. New leads are not displayed in real time on the View Leads page so you may want to have the page auto-refresh regularly to display new leads.  

 

Time Zone

 

Set your local time zone. This affects when users can receive leads through automatic lead distribution that may run between certain hours.

Home Page Milestone & Performance Metrics Visible by Role:

 

To make Dashboard Metrics visible to users of a role, click the role name.

 

The next group of settings on the Settings: Client tab is Lead & Campaign Settings

Lead Form Layout

Choose the layout of the Lead form; either a list view, or a tab view.

 

Default Campaign          

Choose the default campaign that a new lead will be in when it enters the system.

Default Lead Status

Choose the default status that a new lead will be in when it enters the system. 

Unique Field for Importing

Determine which field will be the unique field for imported leads.

Lead Identifier

The lead identifier is the lead data that will be displayed in logs, calendar events and other places. Typically this would be the lead name and a phone number.

New Lead Bold                

Click this if you want new leads to be bolded on the view leads page.

New Lead Highlight

Click this if you want new leads to be highlighted on the view leads page.

Flagged Lead Highlight                

Click this if you want flagged leads to be highlighted on the view leads page. 

Users Can Change Lead Status

Click this if you want to allow users to change statuses on leads. If this is unchecked, users can only change the status of leads by taking an action that triggers a status change.

 

Email, Notification & Calendar Event Settings

Lead Assignment Template

Select from the pulldown the email that you would like to be sent to a lead when it is assigned to a user. 

First Assignment Template

Select from the pulldown the email that you would like to be sent to a lead when it is first assigned to a user.        

Users Can Receive New Lead Text Message (SMS) Notifications

Select this to if your users can receive SMS notifications of new leads.

Users Can Receive New Lead Notifications

Click this to allow users to receive new lead notifications (popups) in Leads360.

Users Can Edit Manual Emails

Click this to allow users to edit manual emails.

Users Can Receive Email Open Notification

Click this to let users receive email open notifications. Email open notifications are messages that the user will receive when their email has been opened. This helps users reach leads right at the moment when they are reading the email.

Calendar Event Send Email Default to Checked

When users set a calendar event, they can be reminded by a popup reminder, an email or a text. Click this checkbox if you want the default settings on the Add Calendar Event page to send an email reminder to the lead about their calendar event.

Transfer Calendar Events upon Lead Assignment

When a lead gets re-assigned to a different user, you can make sure that any appointment that has been scheduled with that lead goes with the lead to the new user. Click this checkbox to make sure appointments don’t get dropped when leads get re-assigned.

Calendar Event Reminder Popup Enabled

Click this to enable the calendar event reminder popup.

 

Other Settings

File Storage Settings:

Click Edit File Storage Settings to add more file storage to your Leads360 system. Note: You can store 5MB for free, there is an additional charge for more storage.

Click Apply to save your changes and stay on the page. Click Submit to save changes and be taken to the Dashboard.

Lead View: Columns Tab

Use the form on this page to include or exclude columns to your view leads page.

Lead View: Statuses Tab

Use the form on this page to determine by status which leads will appear on your view leads page.

Pull Distribution: Columns Tab

Use the form on this page to include or exclude columns that will be visible to users when they pull leads through pull distribution.

 

Dial-IQ Settings on the Client Settings page

There are some Dial-IQ settings that need to be configured on the Client Settings page.

 

On the Client Settings page click the Call Settings: Client tab

 

The Call Settings: Client tab will load

 

 

 

Company Caller ID

 

The first setting you need to configure is the Company Caller ID. Enter a number here that you would like to appear as the Caller ID for all outbound calls made by all agents. Typically this would be your company phone number or a toll-free number. 

Leave this field blank if you would like each user’s individual phone number to appear as the Caller ID.

 

 

Lead Phone Numbers

 

Use these lists to determine which numbers are available to Click-to-Call and in what order. To add a number, click to select it in the Excluded Phone Numbers list on the left. Click the Add button. The number will appear in the Included Phone Numbers list on the right. To move a number up or down in the list, click to select it and re-order it by clicking the Up and Down buttons.

The Phone Numbers that appear in the Included Phone Numbers list on the right will appear in the displayed order when a user mouses over the phone icon.

 

The phone icon  appears throughout Leads360. Clicking a number will place a call to that number.

The Lead Phone Numbers setting also governs the functionality of Shotgun Connect, Speed Dial, Intelli-Dial, and Scheduled Dial. The order of numbers that you configure determines the default number which will be dialed first. Subsequent numbers on this list will be dialed in order if the default number does not result in a call.

 

Scheduled Dial Settings

Whisper Info Message

In the Whisper Info Message field you can enter a Whisper Info Message that users hear while the call is being connected. This Whisper Info Message is different than the Shotgun Connect Whisper Info Message. The example above shows a Whisper Info Message that alerts the user that the call that is about to be connected is a scheduled call back.

Retry Attempts

Check this box to enable retry attempts. Enabling retry attempts will result in Dial-IQ placing three calls to the user to try to connect him to the Scheduled Dial. These calls are made at five minute intervals. This feature helps prevent Scheduled Dial from being missed when a user is on another call at the time of the Scheduled Dial.

 

Shotgun Connect Settings

The Shotgun Connect settings are at the bottom of the form. The Whisper Info Message is a message that the user will hear when Dial-IQ calls him, before connecting him to the lead.  You can use field tags in the Whisper Info Message.  

 

Timezone Protect

The next two lines in the form designate the range of times within which a lead can be distributed by the program. You should designate a time before and after which you do not want leads to be called. Note that these settings will be enforced based on the lead time zone. The purpose of this is to avoid calling leads too early in the morning or too late at night.

This differs from the settings on the Schedule: When does it run? tab that can be set when creating or editing a distribution program.  The settings on the Distribution Program Schedule: When does it run? tab determine the hours that Dial-IQ runs.