Welcome to Leads 360°! Part of your purchased bundle includes Success Assurance, our Concierge program which will reach out to new leads via calls and text messages for up to 365 days, with the goal of qualifying them and passing over to you when they are ready to have a conversation.

Some configuration may be needed once your Success Assurance plan is up and running, and below you’ll find just how easy it is to make those adjustments within your Marketing menu!

In order to set the Success Assurance Configuration settings, navigate to Marketing > Success Assurance:

To activate agents, select Manage Agents.

From here, you can toggle on or off any Agent you want to receive leads from Success Assurance under the Status column:

Note: If you do not see a confirmed activation date of the user, or it throws an error message, this means that the timezone is likely not set up at the account level (office or team), or the the agent has not added a cell phone number to their profile.

If the timezone fields are not completed, the Admin on the account will need to edit the office/team profile and add in the appropriate time zone based on your location.

The Live Transfer option can be enabled on the Manage Agents page once you have activated the selected Agents.

With this option, the concierge will ask the lead if they would like to be transferred to you in real time and have a warm handoff, if the lead indicates they are ready to have a further conversation.

Click the Settings option under the Live Transfer column, and select which phone number you want the Concierge to call when a live transfer would be appropriate.

This will default the number to “Cell Phone” but you can also select any number that is added in the Agent’s user settings, or you can add any desired custom number:

For the Leads 360° package these sources will typically be either:

If you do want to change the lead sources that will be sent to the concierge, navigate to the Lead Sources tab and click on +Add Source.

Once you click on the +Add Source button, a window will pop up allowing you to select the desired sources to be worked by the Concierge. Once you type in and select the source, Click ‘Save’ and it will be added to the list of active sources.

If you wish to remove a source from being worked by the Concierge, you can click the “X” icon under the Disable column, and you will get a pop up window for you to confirm this selection.

The last setting you should be aware of is the “Pause Until End of Billing Cycle” setting under the Concierge Settings tab.

This option can be selected if you wish to pause leads being sent to the Concierge.

Typically, individuals will do this if they have hit their package lead maximum, and would like to not be billed lead overage charges. If you hit your package max and do not toggle this setting off, you will be charged for each lead sent to the concierge past your package limit.

Admins are notified when they are at 85% and 100% of the package capacity. If the toggle is left Paused, it will automatically reset at the beginning of your next billing cycle. This toggle only pauses new leads from being sent to the Concierge. Existing leads will continue to be worked.

Have any questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!