Leads Engine: Prepare for Launch!

Introducing your new lead routing tool! Leads Engine, the company-generated lead management system, offers a modern user interface, robust functionality, and flexibility in creating groups and rules. 

Pre-Launch Steps

Leads Engine is the tool for managing company-generated leads. There are a few steps you will need to take to be prepared for leads to begin flowing.

Leads Engine Preparation:
Ensure the individuals you wish to operate as Leads Engine administrators are assigned a Non-Sales role in dash. Examples: "Office Manager," "Relocation Director."

Once you are notified that Leads Engine has been provisioned, follow the next steps.

When Leads Engine is provisioned: 

  • Access: Grant access to the individuals who will operate as Leads Engine administrators. Refer to the “How to Grant Access” documentation you received previously. Once completed (and after 24 hours) your admins will be able to access Leads Engine via your Brand's extranet site.
  • Admin Group: Add your admin email addresses to the Admin Group. This will ensure the admins are notified when leads are not assigned. The Admin Group is found in Group Manager. 
  • Lead Distribution Rules by default are set to deliver leads to the Admin Group. You can set these rules to offer leads to agents instead. Lead Distribution rules are found in Business Manager.  
  • Agent Profiles will be set up using contact and areas served information from dash. Review and update to ensure accuracy. Agent profiles are located in User Manager. 
  • Share Leads Engine communications and this page with your intended lead administrators. Check back regularly for updates as your lead flow date draws nearer. 

After MoxiEngage is provisioned:

  • Confirm new CRM accounts have been set up and accessed by your agents. This will ensure leads accepted by or assigned to agents are added as contacts in their MoxiEngage account. 
  • Provide agents with Leads Engine contact information to know when lead offers details are sent.   It is recommended agents create a contact on their phone so lead offer and lead notifications are not ignored. 

Support

Technical support assistance and reporting issues, please find your brand support team information at the bottom of this page.

Leads Engine FAQs are available HERE