LeadSigma Concierge

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Activity overview

Latest activity by LeadSigma Concierge
  • LeadSigma Concierge created an article,

    Enterprise Reporting in LeadSigma

    Enterprise Reporting inside LeadSigma is inside our Business Intelligence platform AWS Quicksight.   A dashboard is made of multiple analysis that are displayed as tabs.   On each analysis is one o...

  • LeadSigma Concierge created an article,

    Creating a Lead in LeadSigma with the Hubspot Workflow Builder

    Install the LeadSigma App through the Hubspot App Marketplace Login to Hubspot and select the App Marketplace icon from the top right navigation (the little stand):     If you're an existing user,...

  • LeadSigma Concierge created an article,

    Lead Qualification

    LeadSigma lets you pull leads from nearly anywhere. Using Zapier, you can integrate with almost any ad or web form imaginable (check our step-by-step instructions here). We love incoming leads so m...

  • LeadSigma Concierge created an article,

    Call Transcriptions, Settings Interface, and Lead Qualification

    07 April 2022   We're starting April with three awesome new features:   1) Call transcriptions - In addition to hearing call recordings in your lead communication history, you can now read your con...

  • LeadSigma Concierge created an article,

    Active Call Notification Fundamentals

    The best time to connect with leads is as soon as they let us know they're interested in our services. That could mean they fill out a web form, a Facebook Leads ad, find us through Google Ads, or ...

  • LeadSigma Concierge created an article,

    The CoreFour

    Welcome to LeadSigma! Whether you’re new in town and don’t know where to start or swinging by for a refresher, you’ve come to the right place. 😎👏   LeadSigma has features aplenty for fast lead resp...

  • LeadSigma Concierge created an article,

    End-of-Sequence Actions

    When a lead reaches the end of a sequence, you can do two things: move the lead to another sequence or leave the lead in place with no further planned tasks.   Start with moving leads to another se...

  • LeadSigma Concierge created an article,

    Push Notifications

    Sometimes you can’t keep LeadSigma front and center (we know you want to). Sometimes life makes you open up other browser tabs and temporarily stop crushing it with your leads. Well, if you absolut...

  • LeadSigma Concierge created an article,

    In-Email Responses

    LeadSigma is making it even easier to have a conversation with your leads! You can now continue communicating with them without having to log into the web app. Starting mid-February, if a lead resp...

  • LeadSigma Concierge created an article,

    Setting up a Zapier Integration

    TLDR Version:  Login to your Zapier account (if you don’t have one you can get one for free!) Create a new Zap: Step 1 - The “Trigger'' is where you want the data to come from, otherwise known as...