Scheduling

Overview

Some clients will only accept leads during normal business hours. Lead Capsule allows you to configure your client and vendor campaigns to restrict acceptance and delivery during off hours. Leads may become stale if they sit too long, scheduling keeps your leads fresh at all times.

Key Benefits

  • Only Accept Leads from your Vendors When You Want - Each day of the week can be configured with its own custom schedule. Options included are:
    • Open All Day – Leads will be delivered to the client from 12am to midnight that day

    • Closed All Day – No leads will be deleted to the client that day

    • Time Range – Set a time range between 12am and midnight. For example: Only deliver leads between 9am and 6pm that day.
  • Only Deliver Leads to your Client When They Accept Leads – Each day of the week can be configured with its own custom schedule. Options included are:
    • Open All Day – Leads will be delivered to the client from 12am to midnight that day

    • Closed All Day – No leads will be deleted to the client that day

    • Time Range – Set a time range between 12am and midnight. For example: Only deliver leads between 9am and 6pm that day.
  • Scheduled Imports - Schedule imports, from your server or your vendor's server, on an hourly/daily/weekly/monthly basis. See our Bulk Import feature page for more information

Screenshots

Schedules  -Client Campaign
Client Campaign Schedule