Lead Actions User Guide

Lead Actions is a dynamic tool created to help drive lead conversion and define program success.

Using triggered workflows, Hearsay’s Lead Actions can automatically push a new lead a mobile notification, email or text message in real time. Pre-scripted outreach engages leads quickly and effectively with just a single click. Since an agent can follow up from their mobile device, outreach can happen within the 3-hour window that leads to a 40% higher conversion rate.

The Lead Actions User Guide walks through all the features of Lead Actions such as:

  • Leads insertion
  • Business hours
  • Lead text notifications
  • Agent text notifications
  • Agent daily email
  • Outcome survey
  • Report and dashboard
  • Lead Actions Configuration options

Download the .PDF version of the Lead Actions User Guide to get started. 

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