JungoLeads app is a way to automate, optimize, and accelerate lead management process by seamlessly integrating with your favorite web lead sources and ensuring no lead slips through the cracks. Here’s how it transforms lead management.
1. Receive Leads Instantly from Your Favorite Sources
Jungo Leads connects with the web lead sources you already use, including Zillow, Lending Tree, Trulia, and Lead Mailbox. Automating lead capture eliminates the need for manual data entry. Leads are automatically received in a dedicated “JungoLeads” tab, providing a simplified view compared to the standard contact page.
2. Automate Lead Distribution Among Your Team
No more manually sorting and assigning leads. As the administrator, you can set up distribution rules to determine how leads are assigned to users or queues. Leads are automatically distributed, ensuring that every opportunity is properly handled.
3. Eliminate Manual Input or Imports
Forget about downloading spreadsheets or manually entering data into your CRM. Jungo Leads removes the risk of human error by automatically importing and organizing leads as they arrive. Additionally, all Salesforce reports and dashboards functionality are available to analyze and track leads effectively.
4. Get in Touch with Leads Immediately
Speed is key in sales. Jungo Leads notifies loan officers the moment a lead comes in, enabling them to respond instantly via calls, emails, or text messages. You can also configure automated emails to be sent immediately to leads and set up nurture campaigns with a series of emails.
5. Never Lose a Lead Again
Lost leads due to data mishandling or forgotten follow-ups are a thing of the past. Jungo Leads ensures that every lead is properly logged and assigned, allowing teams to nurture leads until they are ready to be converted into contact records in Jungo.
6. More Time Selling, Less Time Entering Data
By automating the lead intake process, your sales team can spend more time engaging leads and closing deals instead of wasting hours on data entry. This means more efficiency, higher productivity, and ultimately, more revenue.
How to Set Up Lead Assignment and Distribution
Jungo Leads provides an intuitive Leads Assignment Console that allows administrators to fine-tune lead distribution and assignment rules. Users can be added to a Round Robin Queue to ensure leads are evenly distributed based on predefined criteria. Administrators can also create Assignment Rules to specify how leads are assigned to users or queues, ensuring efficient lead distribution. Additionally, Reassignment Exemption Rules can be set up to prevent specific leads from being reassigned under certain conditions.
To learn more about JungoLeads app, click JungoLeads V1/Legacy User Guide
