Shared Leads
The same lead may go to more than one approved partner.
- Best fit
- Teams that follow up quickly.
- Delivery
- Sent to your team after review.
- Usage note
- Best for teams that want more lead volume.
Lead formats
Choose how you receive leads
Compare shared leads, exclusive leads, appointments, and calls.
Compare lead types
Pick the option that fits your sales process.
Exclusive Leads
One approved partner receives the lead.
- Best fit
- Teams that want one-to-one leads.
- Delivery
- Sent to the approved partner.
- Usage note
- Best for focused follow-up.
Appointments
A customer books a time to speak with you.
- Best fit
- Teams that sell through appointments.
- Delivery
- Added to your calendar.
- Usage note
- Best for scheduled consultations.
Inbound Calls
A customer calls your team directly.
- Best fit
- Teams ready to answer live calls.
- Delivery
- Sent to your phone team.
- Usage note
- Best when callers need help now.
Not sure which lead type fits?
Tell us about your business. We can review the options.