Introduction to Speed to Lead Campaigns
Speed-to-lead campaigns in ProLine are designed to quickly engage leads from various sources such as web forms or advertising platforms. These campaigns automatically assign leads to appropriate team members for prompt follow-up. As your team grows or changes you may need to adjust these assignments.
Navigate to Campaign Settings
To adjust which team member receives leads from a specific speed-to-lead campaign:
From the Projects Page, click the hamburger menu in the top left corner > Campaigns > OPEN FOLDER on the speed-to-lead campaign card.
Click EDIT CAMPAIGN on the speed-to-lead campaign you want to edit.
Modify Campaign Steps
To distribute leads among multiple team members:
Scroll to the end of the campaign steps where you can add new actions.
Click the plus (+) to add a new step at the bottom of the list. This new step will be disabled by default to prevent unintended changes to the campaign.
Click the four-arrow icon. From the "after the following step..." dropdown menu, choose Beginning of Campaign. It should be the default.
Click the dropdown menu that reads Disabled. Then choose Assign Project. You can press 'A' on your keyboard to bring the option up.
Choose the team members to assign leads. Leads will distribute among the team members you list in the order you list them.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.