How do I pause leads or adjust my lead cap?

Introduction

Managing your lead flow is essential to maintaining quality service and ensuring you can handle your current workload effectively. Whether you need to temporarily pause incoming leads during a busy period or adjust your lead cap due to significant changes in your capacity, EnergySage can help you manage your lead settings. This article will guide you through the process of requesting changes to your lead flow.

When to Adjust Your Lead Settings

You may need to pause leads or adjust your lead cap when:

• You're experiencing unusually high workload and need time to catch up
• You're going on vacation or have limited staff availability
• You've expanded your team and can handle increased volume
• You're experiencing significant operational changes that impact capacity

How to Request Changes

To pause leads or adjust your lead cap, follow these simple steps:

1. Send an email to partnersupport@energysage.com
   • Clearly state your request (pause leads or adjust lead cap)
   • If adjusting your cap, specify your desired lead volume and explain the reason for the change
   • If pausing, indicate when you'd like leads to resume (if known)
2. Copy your Partner Success Manager
   • Include your Partner Success Manager on the email to keep them informed
   • This helps ensure continuity in your partnership and support
3. Allow processing time
   • Your request will be processed within 1-2 business days
   • You'll receive confirmation once the changes have been made

Important: Plan ahead when possible, as changes may take up to 2 business days to implement.