How to Configure Speed to Lead
Step 1: Open Phone Number Settings
Go to Settings in the lower-left corner of REsimpli, then click Phone Numbers.
Step 2: Select a Campaign
Locate the campaign where you want to enable Speed to Lead and open its configuration settings.
Step 3: Choose a Trigger
Enable the trigger(s) that will activate Speed to Lead:
Leads created from the REsimpli website
Leads created through integrations (e.g., Zapier or Carrot)
Leads created through a web form
Step 4: Select Team Roles to Receive Calls
Choose which user roles should receive the Speed to Lead call notification, such as:
Owner
Acquisition Manager
Transaction Coordinator
Step 5: Save and Use Speed to Lead
Once enabled, REsimpli will automatically call the selected team members when a new lead is created. After a team member answers, the system will connect them directly with the seller to help improve response time and close deals faster.