Introduction
Looking to streamline your lead management process with inbound phone calls? With LeadExec, you can set up a fully automated system where phone leads are captured, routed through an Interactive Voice Response (IVR) system, and delivered to the right client.
Steps to Set Up Phone Leads
Setting up phone leads in LeadExec involves creating a phone campaign, configuring a call flow, and purchasing a dedicated number.
Step 1: Create a Phone Campaign
Before setting up call flows, you need to create a phone campaign to manage incoming leads.
Log into LeadExec:
Navigate to the "Campaigns" section in your LeadExec dashboard.
Create a New Campaign:
Click "New Campaign" and select "Phone Campaign."
Define Campaign Settings:
Set campaign name and delivery rules.
Save the Campaign:
Once all details are configured, save the campaign.
Step 2: Create a Call Flow in LeadExec
A call flow determines how incoming and outgoing calls are handled, including IVR menus, routing, and client delivery.
Access Call Flow Management:
Log into your LeadExec account.
Navigate to the "Call Flows" section.
Set Up Your IVR System:
Design a call flow to manage inbound and outbound calls, including options for routing calls to specific clients based on criteria such as location, time of day, or lead qualification.
Use LeadExec’s IVR system to collect key information from callers before connecting them to the appropriate recipient.
Save and Activate the Call Flow:
Once configured, save your call flow and ensure it is set to active.
Step 3: Purchase a Phone Number
To receive inbound calls, you need to acquire a phone number within LeadExec.
Go to Phone Number Management:
In your LeadExec dashboard, navigate to the "Phone Numbers" section.
Purchase a New Number:
Select a phone number based on your target region or audience.
Complete the purchase and assign the number to your configured call flow.
Confirm Routing:
Ensure that the purchased number is linked correctly to the call flow you created in Step 2.
Step 4: Route Calls Through the IVR and Deliver to Clients
Once your call flow and number are set up, calls will be processed as follows:
Caller Dials the Purchased Number:
The IVR system will greet the caller and provide options based on your call flow settings.
Lead Information is Captured:
The IVR may collect essential lead data such as name, phone number, and reason for calling.
Call is Routed to the Appropriate Client:
Based on the call flow logic, the call will be directed to the best-fit client for handling.
Lead Data is Logged in LeadExec:
All calls and lead details are automatically recorded in your LeadExec account for tracking and follow-up.
Conclusion
By setting up a call flow and purchasing a dedicated phone number, you can efficiently capture and distribute inbound phone leads to your clients. This automation ensures a seamless experience for both callers and your lead buyers, improving conversion rates and reducing manual intervention.
What’s Next?
To maximize the effectiveness of your phone lead system, consider:
Optimizing Your IVR System: Learn best practices for setting up an effective IVR menu.
Optimize Your Phone Lead Campaign: Learn best practices for setting up an effective Phone Campaign.