LeadMove Documentation

LeadMove receives your leads, checks and scores them, routes each one to the right buyer, and records what you're owed.

Start here

• What is LeadMove — what the platform does, and who it's built for.
• Quickstart — a working pipeline, a buyer and a live source in ten minutes.
• How LeadMove works — every stage a lead goes through, in order.
• Migrating from Leadbyte or Leadprosper — how your current setup maps across.

Configure your flow

• Pipelines — fields, sources, normalization, deduplication, spam filtering, review and forwarding.
• Sending leads in — posting URLs, CSV import and manual entry.
• Distribution — tiers, routing rules, pricing, and testing before you go live.
• Quality scoring — the 0-100 score, the A-D grade, and routing on both.

Buyers and delivery

• Buyers — quotas, operating hours, billing modes and buyer health.
• Delivery — email, webhook, Google Sheets and SMS, plus retries and deferrals.
• Disputes and credits — contested leads, deadlines and make-goods.
• Buyer portal — what a buyer sees once you give it a login.

Work from Claude or ChatGPT

• Connect Claude or ChatGPT to your workspace — Settings → Developers → Connect an assistant, then ask and change things from the assistant you already use. Every change is a card you approve, undoable for 7 days.
• What a connected assistant can and cannot do — the four permissions, what is always off, the limits, and every way to switch it off.
• The in-app assistant — the same answers and cards, inside LeadMove.

Reference

• Lead statuses explained — what every status means and what to do about it.
• Glossary — every LeadMove term in one sentence.
• Plans and quotas — what each plan includes and what counts against it.
• Settings — tabs, roles, team invitations and notifications.