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How can I use LeadOutcome with multiple sales reps?

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How can I use LeadOutcome with multiple sales reps?
We currently support 1 user per account which makes the following necessary if you want to assign leads to sales reps:
You'll need 1 main account (the Affiliate account) where the leads get funneled into, and each sales rep would have a sub-account (as a referral under the Affiliate). Since they would be referral accounts under 1 Affiliate, there will be commissions paid out to the affiliate for each of those accounts. Learn more about the LeadOutcome Affiliate program here, or watch the short overview on navigating the Affiliate area in LeadOutcome.

The above setup would also ensure that no sales rep has access to another rep's leads; they would all be isolated to the leads in their own account, and the main user can dictate who gets which leads via using the "Transfer Lead" function inside of Manage Leads (or we can help set up a 'round robin' style assignment so that the first lead goes to Rep A, the second lead goes to Rep B, etc. Email us for more information at support@leadoutcome.com).

In addition, the main user would be able to create 1-Click emails that would be available to each rep in their account (via the Publish to Team method in the 1-Click emails), so all sales responses, objections, company information, etc. would be uniform but personalized from the particular rep. This is covered in our Affiliate Program Overview.
Topics Covered:
Leads
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Basic

Coming Soon

  • 100 Contacts
  • Lead Import Wizard
  • Limited 1-Click Library
  • Limited Campaigns
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Premier
$159
per month
  • 10,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Tracking & Scoring, Rules
  • Custom Lead Fields
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Transfer Leads to Team
  • Campaign Kits
  • Marketing Recipes
Professional
$129
per month
  • 5,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Tracking & Scoring

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