LeadBlitz Hot and Fresh Leads

✅ Summary:
This training video focuses on how to set up and use the Lead Blitz lead stream type in PhoneBurner. Lead Blitz is designed for real-time lead distribution, notifying all assigned team members the moment a new lead is delivered to a designated folder. The first available rep to claim the lead can immediately start calling it.

Key setup steps include:

• Creating a Lead Blitz lead stream from the admin account.
• Assigning a distribution folder for real-time lead delivery and a receiving folder where claimed leads go.
• Configuring daily lead limits to prevent one rep from taking all the hot leads.
• Enabling in-app notifications for each team member to alert them of new leads.
• Using Zapier, a lead vendor, or the PhoneBurner API to deliver leads into the distribution folder.
• Ensuring contact dispositions (e.g., booked appointment) are set properly so leads flow into the right follow-up folders.

The video also shows how to simulate a lead post using the “Add Contact” feature and how reps are notified and guided into a real-time call upon claiming a lead.

🏷️ Tags:
lead blitz, real-time leads, leadstream, live notifications, contact claiming, sales automation, PhoneBurner training, lead distribution, in-app alerts, admin setup, hot leads, rep control, call dispositions, receiving folder, vendor integration

📝 Cleaned-Up Transcript:

Are you generating leads in real time? Would you like to notify everyone on your team who's available that a new hot, fresh lead is ready to be claimed, chased, and prospected? If so, you're in the right place. In this training, we’re talking about a PhoneBurner feature called Lead Blitz.

This is a specific type of LeadStream built for real-time lead delivery. When new leads are added to the stream, assigned reps are instantly notified so the first available rep can claim the lead and start calling right away.

Setting Up a Lead Blitz LeadStream

As an admin, head to the Contacts tab. Click the gear icon on the right, then go to LeadStream. Click Add LeadStream.

• Name the stream (e.g., "Lead Blitz Hot and Fresh").
• Add a description, like: "This lead stream is for real-time leads so reps can be notified and claim them quickly."

In the details section:

• Set the LeadStream type to Lead Blitz.
• Define a distribution folder (where leads are delivered). You can create a new one by copying the stream name.
• Choose a receiving folder (where the lead goes once claimed), such as "Lead Blitz Hot and Fresh RCV."

We recommend locking in these folders and creating saved searches so your team can efficiently follow up, not just once, but through structured call sequences. For more on that, check out the Advanced Search training.

Lead Recycling Strategy

Decide whether to recycle leads. In most cases, you’ll want to give reps time—days, not minutes—to work hot leads. You could recycle them into a nurture stream or even back into a Blind Pull LeadStream for broader follow-up.

Also, enable "reset recycle timer when lead is called" so leads don’t get pulled away from reps who are actively working them.

Skip the “Sort by Custom Field” and “Hide Total” options here—they're not needed in a Lead Blitz stream since leads are claimed instantly.

Adding Recipients

Click Add Recipients to assign reps:

• You can add them all at once or individually.
• Set daily lead limits to prevent one person from claiming every new lead.

For example, with 3 reps and 15 leads/day, set a daily limit of 5. But if your lead volume is higher, make sure you’re not capping reps too low and letting leads sit unclaimed.

Activating Notifications

Once recipients are added:

• Each team member must enable in-app notifications in the Leads tab so they receive alerts when a lead is posted.
• As an admin, you can log in as a team member to help enable these notifications.

How Leads Get Posted

You can use:

• Zapier
• A lead vendor
• The PhoneBurner API

When working with vendors, send them the posting instructions generated for your distribution folder. This includes:

• Vendor API endpoint
• Required fields like name, email, phone
• Custom field mappings (key-value pairs)
• Your unique user ID and CM ID (distribution folder ID)

Each vendor should post leads with these details so they're properly routed into the lead stream.

Simulating a New Lead

To test:

1. Use Add Contact to simulate a new real-time lead.
2. Enter basic info and assign the lead to your Lead Blitz distribution folder.
3. Once added, all team members will get a notification pop-up.

They won’t see lead details in the alert, but will know which LeadStream it's from and the vendor name (if configured). Clicking “Claim It” will:

• Move the lead into the user's receiving folder
• Initiate a phone call to the lead

If the call connects, they can have the conversation and disposition the call accordingly (e.g., “Set Appointment”). Based on the disposition, the lead will move into the appropriate folder, like Appointments, or follow a recycle rule.

Final Thoughts

Lead Blitz is ideal for teams with lower lead volumes or those wanting manual lead claiming in real time. With lead notifications, rep-specific limits, and smart disposition workflows, it ensures hot leads are worked quickly and effectively.

Thanks for watching! We hope this helps your team get the most out of PhoneBurner and work more efficiently.

Happy dialing!