How to Set up Lead Feeds in LeadLocate

Every lead source gets a feed, every feed gets an owner and a first message, and every lead lands in one inbox carrying where it came from.

1. Open your lead sources

   In the desktop CRM open the Billing and Admin menu, choose Account Settings and click Lead Source Settings. The Your LeadLocate Feeds drawer lists the feeds that deliver your exclusive local leads, and the list under it shows the sources you add yourself. The Lead Feeds Manager item in the same menu opens Leads Manager, where your zone and campaign selections live.

2. Set manager copies on your LeadLocate feeds

   Open Your LeadLocate Feeds and choose who receives Manager Copies on each feed, by text and by email; their assignment across the floor is set up for you when the account goes live. Under Default Manager Copies, list the managers who should also get leads that arrive without a feed, click Save Default, and use Apply to All to put them on every feed at once.

3. Add your own source

   Open the Add your own lead sources drawer and click New Lead Source, or pick the provider from the list so its name is filled in for you. Type a Feed Label your team will recognize on a lead row, such as the provider's name or the website form it represents.

4. Choose routing and status

   Set Lead Assignment to Round Robin, Single User or Unassigned (everyone can claim), and for a single user pick the person under Assigned User. Pick a Default Status for New Leads so leads from this source land in the status your team works first.

5. Set what happens on arrival

   Under Notifications and Automation, tick the text alert so the assigned rep's phone buzzes and the follow up messages so your standard messages run on every lead from this source. Tick Manager copies and add the Manager Email Addresses and Manager Phone Numbers that should see every one. Leave Active checked and click Save Feed.

6. Hand the source its address

   The confirmation shows the source's Intake Email with Copy Address and its form intake link with Copy URL. Give the intake email to a provider that sends lead emails, paste the form intake link into a website form or tool that sends its submissions to a link, and use Copy Message for a ready to send request to the provider. Copy intake email on the source's row copies the address again any time. Whichever the source supports is the one it gets.

7. Write the first message

   Open Automated Templates. Under Inbound Lead Automated Templates the Company Default (used to set up new feeds) set is what a new feed starts with; write the first text and email for this feed so the customer hears from a named salesperson the moment the lead lands.

You need a LeadLocate CRM login that can open Account Settings, where Lead Sources lives. Have a list of every place a lead can come from: the website forms, each third party provider, the chat widget, landing pages, any list you load by hand. Each is a feed. Decide for each one who should own its leads and whether a manager should be copied; the round robin lead assignment page explains the rotation if you have not set one before.

For a provider, find out whether it sends leads by email or can send them to a link; most send email. For your own website, find out from whoever built it whether the form can email an address or send its submissions to a link. The Lead Feeds Manager page describes every intake route and what each is for.

Every lead, from every feed, arrives as a row in the same Leads view of the LeadLocate CRM with its feed label on the row, so a rep knows what the customer asked for and where. The assigned rep gets the text alert, the first message goes out under the rep's name, and every manager on Manager Copies sees the lead land. A custom feed keeps an Activity Log of what it received, so the first lead from a new provider is visible there within moments of the provider sending it.

A month later, the Leads view filtered by feed tells you what each source sent, which is the number you need at the provider's renewal call. The lead source attribution page covers that side.

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The provider's leads are not arriving. Open the feed's Activity Log. Nothing there means the provider is still sending to the old mailbox; resend the intake email address and ask them to confirm it is live. An entry marked Parse failed or Intake unknown means the message arrived but did not read as a lead, usually because the provider changed its format; describe it on the contact page and the source is set up to read its new format for you, usually the same day.

Leads arrive with nobody on them. The feed's assignment is Unassigned, or the user it points at is no longer active. Set Round Robin or a live single user and save the feed.

The feed shows Feed inactive. The Active box on the feed was unchecked, which pauses it without losing its history. Check it again and save.

A feed without a first message is a lead without a first text, so write the templates for each feed in Automated Templates and let a Follow Up Process take over after that. Add users and roles first if the people you want in the rotation are not on the account yet, and set notification preferences so the assigned rep actually hears the text. For lists you load by hand, the import contacts guide covers the CSV route. Every guide is in the help center.

Label feeds the way your reps talk, not the way the provider's invoice reads. Give every third party provider its own feed even if two of them go to the same people, because the label on the row is the only way to know which one earned its money. Tick Manager copies on a new provider's source for its first month and untick it once you trust it. And when you drop a provider, uncheck Active on its feed rather than deleting it, so the history of what it sent stays for the next renewal argument.

Where do I manage my lead feeds?

In Account Settings, under Lead Sources, where your own sources, Default Manager Copies and the feeds LeadLocate delivers for you sit together. The Lead Feeds Manager item in the Billing and Admin menu opens Leads Manager, where your zone and campaign selections live.

What are the default feeds?

The permanent feeds through which LeadLocate delivers the exclusive local leads included in the Inbound, Marketplace Acquisitions and Buyers and Sellers Hybrid plans. They appear under Your LeadLocate Feeds, where you choose the manager copies; their assignment is set up for you, and they behave like any other feed in the Leads view.

How do I get a third party provider into the CRM?

Add a New Lead Source with a Feed Label and an assignment, save it, and give the provider the source's intake email address or its form intake link. Their leads then create records in the Leads view labeled with that feed.

Can different sources go to different people?

Yes. Each feed has its own assignment: round robin, a single user, or unassigned so everyone can claim. Custom source feeds add a Default Status for New Leads and manager copies per feed.

Schedule Training from the top bar of the CRM and a trainer sets up your first feed with you on a screen share, or watch the pre-recorded live demo first.

Prefer to talk right now? Call or text 844-376-2274.