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Getting Started With Lead Fusion

Sending A Manually Added LeadFusion Lead to your ISA

How To add a manual lead to the Lead Fusion CRM. It is now, easier than it has ever been to add a lead into the LeadFusion CRM, and send it directly into your ISA's call queue! Thanks to our most rec…

Updated by Montana

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How To Find Your Lofty API Key. Click Settings. Click Integrations. Click API. Click the Copy button.

Updated by Montana

Syncing Apple Calendar To Your Google Calendar

How to Sync Apple Calendar with Google Calendar. 1. Download the Google Calendar app from the App store2. Follow the steps below: On your iPhone, head over to Settings > scroll down to Calendar. Tap…

Updated by Montana

Subscription & Billing Portal

Subscription and Billing Portal. You can access the Lead Fusion subscription and billing portal anytime to access all past and present invoices by simply logging into the LF CRM, clicking on the tab…

Updated by Montana

Syncing Google Calendar

Syncing Your Google Calendar with Lead Fusion CRM. Below is a video explaing the super easy way you can sync your Google Calander inside the Lead Fusion CRM!. Click on the Settings tab located at the…

Updated by Montana

A2P-10DLC Phone Registration - EIN

A2P-10DLC Phone Registration - EIN. Getting Started: Be sure to provide your EIN number, and the exact address as registered with the state. This is important as we have seen failed registrations due…

Updated by Montana

A2P-10DLC Phone Registration - Sole Proprietor

A2P-10DLC Phone Registration - Sole Proprietor. Getting Started: Video Tutorial Link Above! In the LF CRM go to Settings (bottom left) Phone numbers (middle left) and then located at the top, select…

Updated by Montana

Our 3 Most Common Value Propositions We Use When Setting Real Estate Appointments

Here at LeadFusion, we have an entire process centralized around booking in-person appointments for all our clients. We call this "The Appointment First Approach". To do this, our ISAs are trained to…

Updated by Michael Jones

What to do when you get a lead alert

We notify all our users for every lead we convert to the following lead statuses: Contacted, Nurturing, Qualified, Appointment. The last 3 statuses are all considered "Engaged" statuses. It's importa…

Updated by Michael Jones

Adding Users To LF CRM

How To Add A User To The Lead Fusion CRM. If you are an agent with one, or multiple team members that are working with you, then you will need to add them to your Lead Fusion Account as Users so that…

Updated by Montana

Using the CRM Lead Links

We at Lead Fusion spent much time creating a way to make sure you always have quick access your hot lead's info in both our CRM as well as yours. However, we also know that many other apps/softwares…

Updated by Michael Jones

Conversations- Overview

The conversations module is where you can manage emails, SMS, and phone conversations. Features of the Conversations Module. Create emails and SMS messages. Manage Email and SMS conversations. Abilit…

Updated by Ashley Smith

Contacting Support

Lead Fusion is a smaller high end business and does not have a full time support center. We do however strive to have amazing support via email or SMS text. SMS - You can reply to our SMS Lead Alert…

Updated by Michael Jones

Can't access the lead in my CRM

If you can't access your lead in your CRM, you are likely on a team where you may not yet have access or ownership of the lead. Check with your Broker or Team Lead so they can transfer the lead to yo…

Updated by Michael Jones

The CRM Link Isn't Working

At Lead Fusion, we do our best to make things as easy and convenient as possible. One way we do this is setting up all integrations so that we capture the direct link to your lead in your CRM to use…

Updated by Michael Jones

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