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

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

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

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

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

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

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

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

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 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