How Will I Be Notified About a Lead on the Website Lead Program?

Dalton Wade has the text message notifications enabled for our website lead program. This help article is taken directly from BoldTrail and shows an example of what it might look like coming into your phone.

Text Message

If the Text Message option is selected in the Lead Routing rules, Agents will receive the following text once a lead registers and lands on the rule:

Clicking the link in the text message will open a new page in your phone's default browser, with a prompt to Accept or Decline the lead. (Note that you may need to pinch and move the window in order to view the Decline option, depending on the width of your device.)

The lead will automatically be assigned to the first Agent that accepts, and they will be able to log into BoldTrail within their mobile browser to view the lead:

If another Agent has already accepted the lead, the page will display the following message:

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