Leadsoft

How to Upload And Assign Contacts to a Workflow

In this video, I will guide you through the process of uploading a list of contacts and assigning them to a workflow. I will show you step-by-step how to upload the file, map the fields, and provide specific details for the import. By the end of the video, you will

Live Auto-Dialer Personalized Training for Insurance Agency

In this video, I will explain how to use the Auto Dialer system for a local insurance agency that purchased a list from All Web Leads and uploaded it into LeadSoft to make phone calls and send automated personalized text messages. I will show you how to update and manage

Creating Custom Fields Tutorial

In this video, I will guide you through creating custom fields. I will show you how to access the settings and navigate to the custom fields section. Then, I will demonstrate how to add a field and choose the appropriate options, such as single line, drop-downs, and checkboxes. Finally, I

Complete LeadSoft A2P Setup Guide!

Introduction In this extensive guide, we will walk you through the process of setting up the new A2P (Application-to-Person) SMS requirements in LeadSoft. We will delve into the details of this update, its purpose, and how it can benefit US business owners who rely on LeadSoft for their text messaging

Integrations

Leadsoft Pipeline

Integrations

Leadsoft Resumes - Reach out to Candidates on Autopilot

Looking for a way to supercharge your recruiting pipeline? Leadsoft Resumes is a database of millions of jobseekers who are looking for jobs and business opportunities right now. Simply set up a workflow, and reach out to our support team to get a resume search set up, and we'

Integrations

Popular Search Examples

Looking for some quick examples of how to do searches in Leadsoft? We put together a few guides on how to run some of the most common searches we see. Construction: Accounting Law Practices Manufacturing Businesses

Mastering Repeated Actions in LeadSoft: 3 Effective Strategies

When it comes to marketing automation, LeadSoft is a powerful tool that streamlines your campaigns and helps you achieve better results. One common challenge users face is figuring out how to perform repeated actions effectively. In this blog post, we'll explore three different methods for executing repeated actions

Leadsoft Phone System 101

As a professional who's constantly juggling client management, marketing efforts, and staying on top of industry trends, it's tough to find time to embrace new technologies. But worry not – we're here to help you set up your phone system, SMS/call automations, and autodialer

How to Build a Powerful Network of Valuable Referral Partners

As an insurance agent, you know that building a strong referral network is critical to your success. That's where LeadSoft comes in - it's a superpowered B2B outreach tool designed to help you forge lasting connections with referral partners. Let's dive into how insurance

Supercharge Your Sales Process with QuoteWizard and LeadSoft Integration

Do you use Quotewizard for Home, Auto or Life? Our Quotewizard integration can help agents respond first and follow up without dropping the ball so you can close more of your opportunities. Best of all, if you don't win their business this year, Leadsoft can help you follow

Getting Started with California Contractors Database (Workers Compensation)

If you haven't followed our QuickStart Guide or Commercial QuickStart Guide, we're going to start there. This video will walk you through: * Adding your Employees * Setting up their Leadsoft Phone Numbers * And how they can sync their Calendars. Once this is all set up, you are

Getting Started with our Commercial Property Data

Getting started with our Commercial Property Data is easier than it might look at first - but there's a lot going on inside LeadSoft so it helps to follow this step by step guide so you can get up and running in just 10-15 minutes. The first thing

Outbound

Going Outbound with Leadsoft

If you're already using Leadsoft to generate leads for your business, then you know how powerful this tool can be. But did you know that by upgrading to the data plan, you can access even more high-quality leads and take your lead generation efforts to the next level?

Getting Started

Adding a custom email domain to Leadsoft.

Want to send emails from your domain without hitting the spambox? You'll need to configure your custom sending domain in Leadsoft. 💡If you can't edit your domain settings - maybe because you're a franchisee or otherwise not in control of your domain - you

Workflows

From Lead Generation to Closing Deals: How Playbooks Can Supercharge Your Sales Process

Sales can be a tough game. The competition is fierce, the leads are scarce, and the pressure to perform is intense. But what if I told you there was a secret weapon that could help you crush your sales targets and leave your competitors in the dust? Enter playbooks. Playbooks

Workflows

Workflows - They're how the Magic Happens.

One of the quickest ways to save time with LeadSoft is to create templates to store the most commonly sent emails and templates within your organization. You can do this from within the "Marketing" tab and then access these templates later in your conversations view, contacts view, and

Getting Started

Tasks And Conversations - Staying on top of your activities.

💡Did you know? A 5% increase in customer retention results in a profit increase of 25% to 95%, with 65% of a company’s purchases coming from returning customers. No matter what you do, being able to respond to your leads and customers in a timely manner - and following

Getting Started

Contacts and Opportunities - The backbone of tracking and working your leads.

One of the most important functions of LeadSoft is store and organize your contact data - and to do so in a way that makes it easy to coordinate follow up actions, keep track of conversations, and react to things like claims and renewals from start to finish without dropping

Getting Started

Getting Started - Update your Business Profile

When you first get started with LeadSoft, you'll want to make sure you update your basic business profile. The most important info you'll absolutely want to make sure you're filling out is the Text Back Response, Friendly Business Name. The Text Back Response is