The Lead Filter screen allows you to select what type of leads you want to receive, the tier of those leads, and set the pacing at which your leads are received. After the lead filters have been set, you can begin receiving leads by turning on the Lead Switch on.
You will first select the types of leads you would like to receive under Sources. Currently, you can choose from Auto Leads, Commercial Leads, and Home Leads.
Each lead type has several tiers of leads. These tiers reflect specific criteria leads need to meet in order to be sent to the Smart Workflow user. Each lead seller, and the associated tier will have a different price that is deducted from your Lead Bank when they receive a lead.
For more information on Lead Tiers and Lead Prices, see Lead Sellers, Tiers, and Costs.
After you have selected the types of leads you would like to receive and the associated tier you can set the pacing at which you would like to receive leads under Lead Pacing.
Pacing can be controlled by capping the:
- Number of leads received per hour
- Number of leads received per day
- Amount of spend per day
Under Geo, you can then select what areas you would like leads to come from. You do so by selecting States and Cities where leads should source from based on what a prospective client has provided. You have the ability to add multiple cities and states.
To add a state, select the state and then click the + Add State icon.
After you have selected a state the listing of cities will update to only reflect cities within that state(s). Click the + Add City icon to add a city.
Cities and states can be removed by selecting the city or state you would like to remove and clicking the -Remove Selected icon
Finally, you can set what day and time frames you would like to receive leads under Schedule Lead Delivery. You should enter the time-period for each they day you would like to receive leads. If you do not want to receive leads on a particular day leave the start and end time blank. You can also enter a 12AM start time, and a 12AM end time should you want to be able to receive leads all day.
After you have set all of your lead filters you should click next to save the lead filter information and proceed to the lead list.