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FAQ
I just scheduled a call back appt with someone and put it in for 1pm EST and got the confirmation in the text. However in my google calendar it is showing up at 2pm.
In the CRM, appointment time and appointment reminder must reflect agent's timezone. If it does, agent needs to check your Google calendar/Outlook which is connected to the CRM.
How to track lead credits?
When a lead credit is approved or denied, you will receive a confirmation email and text. The moment you receive it also means that the lead from your CRM will be deleted, and the lead credit will come soon within 24 hrs.
Is it possible to only order from my states of choice?
We require 5 state minimum when ordering leads except with Hot Leads order.
I would like to only receive leads in states I want (less than 5 states).
I totally understand, unfortunately you can only go live with a minimum of 5 states in your lead orders.
How long will I receive the virtual card I purchase?
It will take 24-48 hours for you to receive your virtual card.
So I have everything correct with my time zone & the leads, and my office hours start at 8am, but texts went out to then at 7:10am. Is that right?
If you just got the lead on that time then it will send out immediately since they requested to be contacted immediately in the form they filled out. But their 2nd day in the automation that's when the CRM will follow the 8am - 10pm your timezone trigger
I'm trying to get all the inbound calls forwarded from my default number to my admin phone # but it doesn't ring on her phone. Is there a setting I'm not seeing?
If it's a virtual phone number you can try calling it first using your CRM to make sure the phone number provider allows it to receive a call from the CRM if not it's best to use a mobile number
How many states do I need to be licensed with?
We require a minimum of 5 states to order Level Up Leads
Why does the client have different timezone than their states?
Your leads under contacts will follow your CRM location timezone. You will nee to change the timezone manually if you wish to.
Does the incorrect client timezone affects when client book an appointment?
Not at all. Client will receive appointmnet reminders based on the timezone they have book or you have booked for them
Why is there two Sams? one is male and one is female?
Yes, there are 2 Sams. That is intentional.
I received a lead and it says "Contact in 5-7 days", "Contact in 30 days", should I wait before I engage with the lead?
No. You can definitely call/engage with the lead as soon as it gets into your CRM. 5-7 or 30 days is the day they want the payment out but you can still call and run the appointment as soon as you receive the lead.
I received a lead past 10 pm or midnight or 1am, and the campaign text/email went out immediately. Is that legal? How can I not have leads at the middle of the night?
Our leads are real time. Yes, you may receive leads in the middle of the night and the campaign will be sent. However the voicedrop won't be sent to clients until 9am. If you order leads around 8pm, tendency is that you will get your lead order before 10pm which means the leads will have campaigns going out.
What's the best day to order leads?
Morning or afternoon then you can work on dials from late afternoon to evening.